4 90-Minute Webinars | $599

Learn at your desk with your peers! Spend time with Deb Crawford and become the IRA expert at your financial institution. Each section will be 1 ½ hours of training.

IRA Study Part I – IRA Products

During this webinar, we will look at the four main IRA products.  We will look at eligibility, deductibility, restrictions to the products and how we set-up and report them to the IRS.  It’s important to understand your role in helping customers with IRAs and how to direct them to their CPAs if it is tax-related questions that they need help with.

 Highlights:

• New Trump Accounts
• Traditional IRA features
• Roth IRA features
• Simplified Employee Pension Plan (SEP) features
• Savings Incentive Match Plan (SIMPLE) features
• Rules, Features, Restrictions for these four accounts
• Set up, closing, and reporting issues

 Who should attend?

IRA Administrators, Training, Branch Staff, CSRs, Personal Bankers and any one who sells IRAs

IRA Study Part II – IRA Movements

During this webinar, learn how to move an IRA.  We will review the paperwork, IRS reporting, transaction codes and how to help the customer get this right.  Big money is being moved all around this country we want to make sure that you set-up the movements properly to avoid mistakes at the IRS.

 Highlights:

• Transfer from IRA to IRA
• Rollover from IRA to IRA
• Qualified Retirement Plan to IRA Rollover
• IRA Rollover to a Qualified Retirement Plan
• Conversions –IRA to Roth
• Recharacterizations
• Repayments –new codes
• Revocations
• IRA to HSA movements

 Who should attend?

IRA Administrators, Training, Branch Staff, CSRs, Personal Bankers and any one who sells IRAs

IRA Study Part III – IRA Distributions & Compliance

During this part of the IRA series, we will look at excess removals, premature distributions, required minimum distributions, life expectancy tables and when to use them and much more.  You will not want to miss all the new premature distribution penalty exceptions and new RMD numbers.

 Highlights:

• Correcting Excess
• Premature Distribution Exceptions including domestic abuse, terminal illness, emergency savings and more
• 73 Distributions, Waivers, Set-up and Notices
• Life expectancy tables
• Reporting on the 5498 and 1099R
• Charitable Contributions

 Who should attend?

IRA Administrators, Training, Branch Staff, CSRs, Personal Bankers and any one who sells IRAs

IRA Study Part IV – Inherited IRA Distributions

Final regulations issued on September 17, 2024, impact not only our RMDs for 73 year olds, but also our inherited IRAs.  Learn how to calculate and pay out RMDS for beneficiaries when the owner dies.  This is the most complicated area of IRAs and errors and myths abound.

 Highlights:

• Impact of the 10-year payout
• Eligible Designated Beneficiaries
• Designated Beneficiaries
• Nondesignated Beneficiaries
• Trusts as Beneficiary
• Implications of your decedent being in payout when dies
• Treating the IRA as your own
• Examples of how to set up and distribute funds from a beneficiary IRA

 Who should attend?

IRA Administrators, Training, Branch Staff, CSRs, Personal Bankers and any one who sells IRAs

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.

OnDemand Registration 

The cost for 90 days of unlimited access to each of the four recordings is $599.

You will receive a download link for any materials and manuals used by the instructor (digital), and a viewing link to the recordings of the class. (You will have unlimited access to the recording for 90 days after the last webinar.)

More Information

Please call (800) 354-3051 for additional information.