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Course description

During this two-hour webinar we will look at all the complex issues of IRAs.  We will cover the complexities of the new inherited IRA under the SECURE Act.  The life cycle of your IRA customer includes the final passage of the funds to the beneficiaries.  Learn all the new IRA rules on inherited IRAs.  Receive an in-depth IRA Handbook updated both for the CARES Act and the SECURE Act.

What you will learn:

-How to set up and pay out an Inherited IRA

-How to report an inherited IRA on the 5498s

-Why an inherited IRA cannot be rolled over but must be transferred

-How to disclaim an IRA inheritance

-New SECURE rules on 10 year payout

-Who can still “stretch” the IRA over single life?

-What happens if an estate or trust is the beneficiary of the IRA

-Calculating the payouts

-Impact of CARES Act on 2020 distributions

-Common errors on inherited IRAs

-How to document the inheritance and distribution of an inherited IRA

-Spouses option to treat as own

Instructor(s)

Deborah Crawford

Deborah Crawford is the President of gettechnical inc. She specializes in compliance and regulations for the deposit side of financial institutions. Her 27+ year career in banking and training began at Hibernia National Bank. She has been a seminar leader for many state associations and credit union groups across the nation. She has Bachelors and Masters degrees from Louisiana State University.

Course curriculum

  • 1

    Webinar

    • Access Webinar
  • 2

    Materials

    • Slides

    • Questions and Answers

    • Materials

    • Materials