IRAs A-Z (In-Person, Live Stream and Recording)
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January 26, 2023
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 class is designed for those new to IRAs or a great review for those who have been in the business for a while. It addresses the purpose of IRAs, the role IRAs play in a customer’s retirement strategy and all the different types of IRAs and their eligibility requirements. This great seminar includes some information on a few distributions, including death distributions. Seminar attendees will leave with less apprehension about their responsibilities and compliance issues for opening IRAs at the financial institution.
Topics include:
- New! SECURE ACT 2.0 Changes - some effective in 2023
- Overview of IRAs
- Traditional IRAs
- Roth IRAs
- Simplified Employee Pension Plan
- SIMPLES
- Moving and Changing IRAs
- Qualified Retirement Plan Rollover
- Premature Distributions
- 70 1/2 Distributions
- Inherited IRAs
- Compliance Issues and Reporting to the IRS
- Coverdell Education Savings Accounts
This program is designed for all IRA Administrators, personal bankers, trust officers, customer service representatives and those selling or discussing these products with their customers.
Deborah L. Crawford is the President of Gettechnical Inc a Florida based training company. Her 30+ years of experience began at Hibernia National Bank in New Orleans. She does training on deposits, BSA, IRAs, tellers, compliance and many other areas of the financial institution. She graduated from Louisiana State University with both her Bachelor and master’s degrees.