All-Day Class | $299

IRA Update and Review

During this update and review we will conduct a good review for 2025-2026 tax year with all the new numbers and reporting codes.  A special emphasis on inherited IRAs and distributions.  You will receive an updated 2025-2026 IRA handbook and information on how to audit your IRA files and use correct transaction codes.  There are still many mistakes being made during the required minimum distribution set up, inherited IRA set up and premature distribution exceptions.  Learn how to get this right for 2025-2026.

What we will cover:

• IRA product review
• IRA repayments and new IRA Premature Distribution Exceptions
• IRA RMD distributions and inherited IRA payouts
• New Charitable distribution code
• IRS reporting corrections and changes

Who Should Attend:

IRA administrators, new accounts, personal bankers, branch administration, deposit operations, branch managers, BSA officers, training and business development personnel.

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 this recording is $299.

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.)

More Information

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