All-Day Virtual Class | $299

Overview:

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

• New FAQs on disaster relief, terminal illness and domestic abuse
• Repayment codes released
• Premature distributions
• New Exceptions to the 10% penalty
• Annuity Distributions
• Tax levies on IRAs
• Transfers and rollovers after 73
• 73 calculations & issues
• Waivers
• Charitable distributions
• Death distributions—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.

OnDemand 

The cost for 90 days of unlimited access to this recording is $299.

You will receive a download link for any materials and manuals used by the instructor (digital), and a viewing link to the recordings of the class. (You will have unlimited access to the recording for 90 days.)

More Information

Please call (800) 354-3051 for additional information.