Alert! IRA Update & Review - New Law: SECURE Act 2.0 (Web)

February 24, 2023

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

The Consolidated Appropriations Act 2023 contains the retirement account changes we have been waiting for-get ready some go into effect in 2023. 

You will also get a good review and update for the 2022-2023 tax season, including information on health savings accounts.   We will look at the regulations on inherited IRAs and the required minimum distributions.  How the IRS is reconciling the two seemingly conflicting statutes on the 10-year rule and decedents already in payout will be covered.

Program Highlights:

Increase in age for required beginning date distributions—73 and eventually 75
Higher Catch-up contributions for those 60, 61, 62 and 63
Emergency distributions up to $1000 per year without 10% penalty
RMD penalty is reduced from 50% to 25%
Changes on excess penalty if withdrawn by tax due date
Statute of limitations on excess contributions
Amendments extended for CARES Act and SECURE Act 

IRS Notice explains SECURE Act changes on required minimum distributions
IRS Notice explains inherited IRAs distribution and 10-year rule

Registrants of this webinar will receive a 600+page IRA Handbook

IRA Administrators, Deposit Operations, Branch Administration, Training, Branch Managers, Customer Service Representatives, Tellers, Compliance

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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