IRA Advanced | Spring 2021

March 10, 2021 – VIRTUAL CLASS! – 9 AM – 4 PM | Online

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 575 plus page IRA Handbook plus links to recordings of each session.

Program Topics

• New life expectancy tables
• 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 contributions
• Death distributions—10 year rule for non-spouse 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
• Other Changes from the SECURE ACT

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 and Virginia-based firm, specializing in the education of banks across the nation.  Her 30 plus 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.

The cost to attend this all-day seminar is $299 for one connection. Registration fees include instruction, live interaction with the instructor, an updated IRA Manual (digital), and links to the recordings of each session. You may have as many listeners as you wish for your one connection. If you would like additional logins, please contact our office. A fee of $50 will be billed for each additional login. You can register online by going to our website at www.gettechnicalinc.com.

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 $50 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.