IRA Study Part 3: Distributions and Compliance (Webinar)

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

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

During this webinar we will study all the distribution and compliance issues for IRAs. We will look at early distributions, excess distributions and required minimum Distributions. You will review all the compliance issues for both opening and closing accounts. This is an information packed session with everything you need to gain a complete understanding of IRA rules and compliance.

Topics include:

  • Premature distributions
  • Excess Distributions
  • Required Minimum Distributions
  • Forms to Open and Close
  • Withholding on IRAs
  • IRS Reporting 

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.

7/25/2022 2:30 PM - 4:00 PM

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