IRA Comprehensive School—Two Virtual Days February 2nd and 3rd
February 2, 2022 @ 10:00 am - 4:00 pm
An event every day that begins at 10:00 am, repeating until February 3, 2022
- This event has passed.
Upcoming Live Training
10 Ways to Prevent Check Fraud
IRA Basics (Webinar)
New Account Study (4-Part Series)
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
$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.