1-Day Virtual Class | June 15, 2023 | 9:00am-3:00pm CENTRAL Time

Focus on back-of-the-house IRA Issues for IRA ADMINISTRATORS!

Overview:

During the last few years we have had the Secure Act 1.0 and Secure Act 2.0 and new regulations on RMDs and Inherited IRAs.  Plus, we have a myriad of new exceptions to the 10% penalty.  Learn how to manage the paperwork and reporting for these complex distribution rules.

Program Highlights:

• Required Minimum Distribution Age changes
• Charitable Distributions
• Managing Inherited IRAs with new regulations
  • Designated Beneficiaries
  • Nondesignated Beneficiaries
  • Eligible Designated Beneficiaries
  • Trusts As Beneficiary
• Reporting on the 1099R and 5498 Update for 2023
• Handling amendments and changes
• New W-4R Form and Withholding
• Repayments and Postponed contributions
• IRS withholding on escheatments
• IRS tax levies on IRAs
• Inherited IRAs and Bankruptcy
• And much much more

 What you will receive:

600+ IRA Handbook

WHO SHOULD ATTEND? 

IRA Administrators, Deposit Operations, Branch Administration, Training, Branch Managers, Customer Service Representatives, Tellers, Compliance Officers, and others who open accounts for retirement.

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 $299 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 or note names and email addresses in the comments sections of the registration form. A fee of $100 will be billed for each additional login.

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.