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IRA Year End Wrap Up
December 12 @ 11:00 am - 12:30 pm
$199.00
Webinar | Recorded December 12, 2024 | 90-minutes | $199
During this all-day class, we will get ready for the year end wrap up. We have many new parts of the Secure Act 2.0. Check your death distributions, rollovers, transfers and distributions before we click over to a new year. Learn how common mistakes can escalate when we don’t catch them early.
Program Highlights:
- IRS Notice 2024-80 releases new numbers for 2025
- Secure Act 2.0 changes continue to kick in
- Inherited IRA Distributions Final Regulations were effective Sept 2024
- RMDs for 73
- Compliance Issues—paperwork year end reporting and compliance
- W-4R changes
- Correcting Excess contributions
- New reporting codes for 5498 repayments
- Compliance calendar
- How to audit your IRAs
- Reporting and Amendments
- Product review – new phase out numbers
What you will receive:
500+ page updated IRA Handbook
Who Should Attend: IRA Administrators, IRA Staff, Deposit Operations, Deposit Compliance, Branch Administration, 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.
Registration
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 materials and manuals 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.)