1-Day Virtual Class | October 5, 2023 | 9:00am – 3:00pm CENTRAL Time

The IRA Advanced class is designed for those who need information on what is new and changed in IRAs. We also include a review of products and compliance issues. While not designed for those who are new to IRAs, it does include enough basics to get you started and focuses on those areas that change each year. Each registrant will receive a digital copy of the IRA Handbook.

Program Topics

• RMDs at 73
• Inherited IRAs and the SECURE Act
• Product update and review of changes
• Premature distributions
• Exceptions to the 10% penalty
• Annuity Distributions
• Tax levies on IRAs
• Transfers and rollovers after 72
• 72 calculations & issues
• Waivers
• Charitable distributions
• Death distributions—New 10 year rule for nonspouse beneficiaries
• Primary vs. contingent beneficiaries
• Treating the IRA as spouse’s own
• Inheriting the IRA
• Successor beneficiaries, disclaimers, calculations
• Special topics
• Recharacterizations
• Conversions and reconversions
• Revocations
• Excesses
• Compliance, auditing and reporting

Who Should Attend

This program is designed for intermediate and advanced level IRA administrators, trust officers, customer service representatives, personal bankers, branch managers and other personnel who need comprehensive distribution and compliance information.

Seminar Instructor

Deborah Crawford is the President of Gettechnical Inc., a Florida-based firm, specializing in the education of banks across the nation.  Her 40+ years of banking and teaching experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor’s and master’s degrees.  Deborah’s specialty is in the deposit side of the financial institution where she teaches seminars on regulations, documentation, insurance, and Individual Retirement Accounts.

Registration 

The cost to attend this all-day seminar is $299 for one connection*. *You may have as many listeners as you wish for your ONE connection (ONE computer login). If you would like additional logins for additional locations/computers, please contact our office or note names and email addresses in the comments sections of the registration form. A fee of $100 will be billed for each additional login. Please register the person you wish to receive the log-in and handouts links.

Registration fees include instruction, live interaction with the instructor, an updated IRA Manual (digital), and a link to the recordings of the class. (You will have unlimited access to the recording for 90 days.)

Cancellation and More Information

Full registration fees will be refunded if a cancellation is received on or before ten business days prior to the meeting. If the date of cancellation is less than ten days prior to the meeting, a $75 processing fee will be retained. No refunds will be given for cancellations made the day of the program. If you need additional information, please call (888) 773-4839.