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Course description

IRS Notice 2023-54 Provides Relief for IRA Owners and Administrators!  Deadlines you need to know and act on immediately!

In all the confusion of last-minute year-end  age changes for IRAs and the regulations which amended the 10-year rule, it is no wonder the IRS has given some relief to account holders and administrators.   If you missed these two big changes and are not in compliance, there is relief for you and your account holders.  But there are deadlines to roll back in the RMDs that should not have been taken and those that miss the payments for inherited IRAs.  

Don’t miss this one-hour alert that will get you and your account holders back on track.

What will be covered:

-73 RMDs age change and those who still distributed to those who could wait

-Deadlines for returning unnecessary RMDs in 2023

-Inherited IRAs—What happened to the 10-year rule?  Why do some designated beneficiaries still have to take payments.

-Understand all the different types of beneficiaries and what they need to be doing

 

Who should attend?

IRA Administrators, Deposit Operations, Training, Compliance, and all Branch Staff that handles RMDs and Inherited 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

    • IRA Notice

    • Publication 590B

    • Questions and Answers

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