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Course description

 

Many components of the SECURE Act 2.0 go into effect in 2024.  During this webinar we will review the new FAQs that relate to IRAs particularly some of the new withdrawal exceptions to the 10% Penalty. This webinar will give you a good review and update of IRAs for the current tax season and some new information on the SECURE Act 2.0.  You do not want to miss this year’s update and receive your new handbook. 

Highlights: 

-Terminal Illness withdrawal from IRAs—definitions and rules

-What we know about new Roth SEP and SIMPLE

-SECURE Act 2.0 other issues going into effect 

-Good review of numbers, phase-out and other changes for IRAs

-Update on Inherited IRAs

-W-4R withholding form

-Review of Distribution rules

-Set up of inherited IRAs

 

Who should attend? IRA Administrators, Compliance, Deposit Operations, Training, New Accounts and Branch staff that opens IRAs

 

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

    • Materials

    • Questions and Answers

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