IRA Study Part 2: Movements (Webinar)

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This is part 2 of a 4 part study. Registration is per webinar or recording. 
IRA Study Part 1:Products 
IRA Study Part 3: Distributions & Compliance 
IRA Study Part 4: Inherited & Death Distributions 

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

This IRA webinar is designed for those who work with customers to move IRA funds. It is designed for new account specialists and IRA administrators to help your financial institution “get it right” when a customer is moving money to your institution. This detailed webinar will take each type of movement and walk you right through how it should be done.

Topics include:

  • Rollover from IRA to IRA
  • Transfers from IRA to IRA
  • Qualified retirement plan rollovers
  • IRA waiver or 60 day rule
  • Recharacterizations
  • Conversions
  • Other special rollovers and revocations
  • Self Certifications and new codes
  • COVID 19 Rollovers

This webinar series will benefit all IRA administrators, personal bankers, trust officers, customer service representatives and those selling or discussing these products with their customers.

Deborah Crawford is the President of gettechnical, inc. a Baton Rouge-based firm, specializing in the education of banks and credit unions across the nation. Her 27+ 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.

7/11/2022 2:30 PM - 4:00 PM

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