IRA Study Part 4: Death Distributions (Webinar)

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

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

During this webinar we will look at all the complex issues of IRAs. We will cover the complexities of the new inherited IRA under the SECURE Act. The life cycle of your IRA customer includes the final passage of the funds to the beneficiaries. Learn all the new IRA rules on inherited IRAs. Receive an in-depth IRA Handbook updated both for the CARES Act and the SECURE Act.

Topics include

  • How to set up and pay out an Inherited IRA
  • How to report an inherited IRA on the 5498s
  • Why an inherited IRA cannot be rolled over but must be transferred
  • How to disclaim an IRA inheritance
  • New SECURE rules on 10 year payout
  • Who can still “stretch” the IRA over single life
  • What happens if an estate or trust is the beneficiary of the IRA
  • Calculating the payouts
  • 2020 SECURE Act changes on distributions reviewed
  • Common errors on inherited IRAs
  • How to document the inheritance and distribution of an inherited IRA
  • Spouses option to treat as own


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.

8/8/2022 2:30 PM - 4:00 PM

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