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IRA Update & Review – ALERT! New Law! SECURE Act 2.0 | 90-Minute Webinar

January 31 @ 10:00 am - 11:30 am

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Event Cost: $199.00

IRA-Update-Review-Alert

Webinar | January 31st, 2023 | 10:00 AM – 11:30 AM CENTRAL Time

Setting Every Community up for Retirement Enhancement (SECURE Act 2.0)

The Consolidated Appropriations Act 2023 contains the retirement account changes we have been waiting for–get ready some go into effect in 2023.

You will also get a good review and update for the 2022-2023 tax season.   We will look at the regulations on inherited IRAs and the required minimum distributions.  How the IRS is reconciling the two seemingly conflicting statutes on the 10-year rule and decedents already in payout will be covered.

Program Highlights:

Changes:

  • Increase in age for required beginning date distributions—73 and eventually 75
  • Higher Catch-up contributions for those 60, 61, 62 and 63
  • Emergency distributions up to $1000 per year without 10% penalty
  • RMD penalty is reduced from 50% to 25%
  • Changes on excess penalty if withdrawn by tax due date
  • Statute of limitations on excess contributions
  • Amendments extended for CARES Act and SECURE Act

Review:

  • IRS Notice explains SECURE Act changes on required minimum distributions
  • IRS Notice explains inherited IRAs distributions and 10-year rule

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.

Webinar Instructor

Deborah Crawford is the President of Gettechnical Inc., a Florida-based firm, specializing in the education of banks across the nation.  Her 35+ 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 90-minute webinar is $199 for one connection. Registration fees include instruction, live interaction with the instructor, an updated IRA Manual (digital), and a link to the recording 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. A fee of $100 will be billed for each additional login. Please note any additional connections/registrants in the comments section of the registration form.

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.

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Details

Date:
January 31
Time:
10:00 am - 11:30 am
Cost:
$199.00
Event Categories:
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