Handling Inherited IRAs & Deceased Customer Issues (Webinar)

September 25, 2023

Member Fee (Live or Recording):  $165 per connection 
Non-Member Fee (Live or Recording):  $265 per connection 

During this program we will cover what actions to take when your IRA Customer dies.  From type of payouts to types of beneficiaries, we will cover all the changes that were made into regulation.

Highlights include: 

  • 4 types of beneficiaries
  • Types of payout options
  • Paying the last RMD
  • Styling of the inherited IRA Accounts
  • See-through trusts
  • Estates as beneficiaries
  • Roth IRAs
  • Tax reporting and set up
  • Common Errors

IRA Specialists, IRA Administrators, Branch Staff, Training, Compliance and all personnel who handle IRAs

Deborah Crawford is the President of gettechnical, inc. a Florida-based firm, specializing in the education of banks and credit unions 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.

Thank You to Our September Webinar Sponsor:

9/25/2023 2:30 PM - 4:00 PM

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