$499 includes 2 days of instruction, 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.

Overview Day One

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

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

Instructor 
Deborah Crawford is the President of Gettechnical Inc., a Florida based training company. She specializes in the deposit side of the financial institution and is an instructor on IRAs, BSA, Deposit Regulations and opening account procedures. She was formerly with Hibernia National Bank (now Capital One) and has bachelor’s and master’s degrees from Louisiana State University. She has over 35 years of combined teaching and banking experience.