Webinar | Recorded March 13th, 2025 | 90-minutes | $199

During this webinar we will cover everything new on IRAs.  You will also get a good product review and update for the tax season.   We will look at how to correct excesses, do conversions, recharacterizations not to mention a look at IRS reporting.  If there are IRA changes, this outline will be updated to reflect those changes.  We still have some legislation pending.

Program Highlights:

• New Repayment Codes
• Final RMD Regulations and Extensions
• Traditional, Roth, SEP and SIMPLE review
• Complicated movements—rollovers, transfers, conversions and recharacterizations
• Correcting Excess contributions
• New Numbers and phaseouts for 2024
• Getting a handle on the paperwork and reporting
• Inherited IRAs—Designated, Eligible Designated, Trusts

 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.

OnDemand 

The cost for 90 days of unlimited access to this recording is $199.

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.