Member Fee: $165 per connection
Non-Member Fee: $265 per connection
Speaker: Debbie Crawford, gettechnical, Inc.
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This webinar is part of the IRA summertime series. We will continue to learn and understand the implications of the SECURE Act as it pertains to IRAs. We will make our way through contributions, movements, distributions and reporting and compliance. For those of you attending all three sessions we will work hard to develop our expertise as IRA Coordinators and Administrators for our bank. You will receive the latest version of the IRA Handbook.
The SECURE Act brings many changes to the distribution part of the IRA. We will look at the new 72 rules as well as all the changes on inherited IRAs. Learn what stayed the same and what changed. We will bring down many scenarios on inherited IRAs and really learn what to do when your account holder dies.
Highlights:
· Calculating 72 distributions
· Qualified Charitable Distributions
· Premature Distributions
· Designated Beneficiary payouts
· Eligible Designated Beneficiary Payouts
· Examples for all of these payouts
· General rules on set up and tracking the activity on these accounts
· Common mistakes and errors