IRA Update & Review (Webinar)

January 8, 2024

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

During this webinar we will cover everything new on IRAs.  You will also get a good product review and update for the tax season. We will look at how to correct excesses, do conversions, recharacterizations and look at IRS reporting. If there are IRA changes, this program will be updated to reflect those changes. There is still some legislation pending.

Topics include:

  • Regulations on RMDs 
  • Traditional, Roth, SEP and SIMPLE review
  • Complicated movements—rollovers, transfers, conversions and recharacterizations
  • Correcting excess contributions
  • New numbers and phaseouts for 2024
  • Getting a handle on the paperwork and reporting
  • Inherited IRAs—Designated, Eligible Designated, Trusts


IRA Administrators, Deposit Operations, Branch Administration, Training, Branch Managers, Customer Service Representatives, Tellers, Compliance Officers, and others who open accounts for retirement.


Deborah Crawford
is the President of gettechnical, inc. a Florida-based firm, specializing in the education of banks and credit unions across the nation. Her 35+ 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.

1/8/2024 2:30 PM - 4:00 PM

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