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IRA Update & Review – It’s Tax Season, Get Ready, Set, Go!

March 5 @ 3:00 pm - 4:30 pm

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Upcoming Live Training

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Event Cost: $199.00

IRA Update Review

90-Minute Webinar | March 5, 2024 | 2:00 PM – 3:30 PM CENTRAL Time

New! Frequently Asked Questions Released on the SECURE Act 2.0

Many components of the SECURE Act 2.0 go into effect in 2024.  During this webinar we will review the new FAQs that relate to IRAs particularly some of the new withdrawal exceptions to the 10% Penalty. This webinar will give you a good review and update of IRAs for the current tax season and some new information on the SECURE Act 2.0.  You do not want to miss this year’s update and receive your new handbook.


  • Terminal Illness withdrawal from IRAs—definitions and rules
  • What we know about new Roth SEP and SIMPLE
  • SECURE Act 2.0 other issues going into effect
  • Good review of numbers, phase-out and other changes for IRAs
  • Update on Inherited IRAs
  • W-4R withholding form
  • Review of Distribution rules
  • Set up of inherited IRAs

Who should attend?

IRA Administrators, IRA Staff, Training, Branch Operations, New Accounts and
anyone who handles or opens 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.


The cost to attend this 90-minute webinar is $199 for one connection*. *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 $75 will be billed for each additional login. Please register the person you wish to receive the log-in and handouts links.

Registration fees include instruction, live interaction with the instructor, any updated materials, manuals and supplements used by the instructor (digital), and a link to the recordings of the class. (You will have unlimited access to the recording for 90 days.)

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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March 5
3:00 pm - 4:30 pm
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