IRA and HSA Update & Review (Webinar)

February 24, 2023

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

Already know the basics on IRAs and HSAs? Just need the new information and a good review for the 2023 tax year?  This is the program for you. It is designed for the banking professional with some IRA knowledge and provides a comprehensive review of what is new and intricate with these products.

Topics include:
All new IRA numbers for contributions 
All new numbers for Roth and Traditional phase-outs
Review of products
New Reporting Codes
Self- Certifications
Inherited IRAs
Reporting Changes
Combat zones and disaster relief
Disaster relief

IRA administrators, new accounts, personal bankers, branch administration, deposit operations, branch managers, BSA officers, training and business development personnel.

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.

2/24/2023 10:00 AM - 11:30 AM

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