IRA Comprehensive School | 2-Day Virtual Class
February 2, 2023 - February 3, 2023
- This event has passed.
Upcoming Live Training
Regulation CC for Staff
Handling Deceased Accounts
10 Ways to Prevent Check Fraud
BSA & OFAC for the Board of Directors and Management
BSA and OFAC Comprehensive School – 2-Day
BSA & OFAC for Staff
Money Laundering in Residential Real Estate and Mortgage Loan Fraud
Deposit Operations
IRA Basics
IRA Advanced
Event Cost: $499.00
$499 includes comprehensive electronic IRA Manual and Quizzes
Certificate on Completion
9-3 p.m. CST
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 RMD ages, changes on catch-up contributions, changes on excesses!
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 35+ 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 two-day class is $499 for one connection. 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.) 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. A fee of $200 will be billed for each additional login. Please note any additional connections/registrants in the comments section of the registration form.
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.
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