IRA Year-End Update (Webinar)


Member Fee:  $165 per connection 
Non-Member Fee:  $265 per connection 

During this webinar, we will get ready for the year-end wrap up.  Did the new life expectancy tables get loaded for 2022?  Did your amendments get out for the SECURE Act? Are all your distributions made under the new rules for inherited IRA?  Questions to be asked and answered.

Topics include: 

  • A look at legislation pending for IRAs
  • New life expectancy tables
  • A review of the new inherited IRA payout rules
  • RMDs for 72 year old and over
  • Compliance Issues
  • Reporting and Amendments

 


IRA Administrators, IRA Staff, Deposit Operations, Deposit Compliance, Branch Administration, and others who open accounts for retirement


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.

 
When
12/13/2021 3:30 PM - 5:00 PM

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