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IRA Year End Wrap-Up

December 21, 2023

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Upcoming Live Training

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Event Cost: $299.00


1-Day Virtual Class | December 21, 2023 | 9:00am – 3:00pm CENTRAL Time

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 kicking in at year end.  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:

  • Secure Act 2.0 many changes will kick in
  • Inherited IRA Distributions and Examples
  • RMDs for 73 and over
  • Compliance Issues—paperwork year end reporting and compliance
  • W-4R changes
  • Correcting Excess contributions
  • How to correct IRS reporting
  • Compliance calendar
  • How to audit your IRAs
  • Reporting and Amendments
  • Product review
  • Finding errors in rollovers and transfers
  • HSA year end wrap up

 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.


The cost to attend this all-day seminar is $299 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 $100 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, an updated IRA Manual (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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December 21, 2023
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