IRA Advanced

IRA Advanced (In-Person, Live Stream and Recording)


October 17, 2024
9:00AM-4:00PM



Member Fees: $265 (In-Person); $365 (Live Stream); $530 (Recording); $100 Add On Recording Fee with In-Person or Live Stream Registration
Non-Member Fees: 
$465 (In-Person); $565 (Live Stream); $730 (Recording); $100 Add On Recording Fee with In-Person or Live Stream Registration


Please note: If you participate in-person or by live stream via Zoom, we will email a certificate to you following the program. Certificates will only be emailed to registered attendees. If you register for the recording, we will not be able to provide a certificate because we will not be able to track attendance.

Click here for tips if participating in the live streamed seminar.


The IRA Advanced class is designed for those who need information on what is new and changed in IRAs. We also include a review of products and compliance issues. While not designed for those who are new to IRAs, it does include enough basics to get you started and focuses on those areas that change each year.

Topics include:
Product update and review of changes
Premature distributions
Exceptions to the 10% penalty
Annuity Distributions
Tax levies on IRAs
Transfers and rollovers after 72
72 calculations & issues
Waivers
Charitable distributions
Death distributions—New 10 year rule for nonspouse beneficiaries
Primary vs. contingent beneficiaries
Treating the IRA as spouse’s own
Inheriting the IRA
Successor beneficiaries, disclaimers, calculations
Special topics
Recharacterizations
Conversions and reconversions
Revocations
Excesses
Compliance, auditing and reporting

 


This program is designed for intermediate and advanced level IRA administrators, trust officers, customer service representatives, personal bankers, branch managers and other personnel who need comprehensive distribution and compliance information.


Debbie 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. 





Click here for hotel and area information. 

When
10/17/2024 9:00 AM - 4:00 PM
Where
LBA/The Bankers Center 5555 Bankers Ave. Baton Rouge, LA 70808-2608 UNITED STATES
 

Program


Thursday, 17 October 2024

Description
Time
9:00 AM - 4:00 PM
10/17/2024 9:00 AM

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