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Course description

Congress is trying to change IRAs yet again. If we have those changes by December we will cover them. If not, there is still much to talk about as we wrap up 2021. We are just learning how to do inherited IRA payouts under the SECURE Act. There are new life expectancy tables in 2022. And many more issues for those of you who handle IRAs. Don't miss this year end wrap up on reporting, changes and highlights on IRAs.


Program Highlights:

  • Inherited IRA rules from SECURE ACT now in effect
  • New Life Expectancy Tables for 2022
  • CoVID IRA Repayments one more year
  • Proposed and maybe final changes by December in the Build Back Better Act
  • Age has no bearing on IRAs any more
  • Reporting issues to watch out for
  • Amendments, forms and many other updates 

What you will receive:

600+ IRA Handbook



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

Reviews

5 star rating

Great Webinar!

Jessica Furler

I always look forward to Deb's IRA webinars. She gives great information, and makes it easy to understand. I highly recommend attending future webinars.

I always look forward to Deb's IRA webinars. She gives great information, and makes it easy to understand. I highly recommend attending future webinars.

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