IRA Comprehensive School

2-Day Virtual Class | October 2 & 3, 2024 | 9:00am – 3:00pm CENTRAL Time

During this comprehensive IRA School you will learn everything there is to know about opening, closing and reporting on IRAs.  Unlike any other type of training you have attended, this school is designed to create an IRA expert in your institution. We will review your institution documentation before the school to make sure it is in compliance and work on how to navigate the tax season  before it starts. Changes from the SECURE Act 2.0 included! New law changes IRAs yet again! New rules on disaster relief, domestic abuse, and terminal illness. Plus we’ll cover final rules on RMDs from inherited IRAs.

Overview Day One

• IRA Traditional
• Roth IRA
• SEP IRA
• SIMPLE IRA
• Rollovers and Transfers
• Rollovers from Qualified Retirement Plans
• Recharacterizations
• Conversions

Overview Day Two

• Removing Excess Contributions
• Required Minimum Distributions
• Inherited IRA Rules
• Reporting
• Withholding
• Insurance
• Compliance and paperwork

Who should attend?

Deposit Operations, Deposit Compliance, IRA Staff, IRA Administrators, New Account Representatives, Training, Branch Managers, Personal Bankers

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 $499 for one connection to each day*. *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 $200 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 classes. (You will have unlimited access to the recordings 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 $150 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.