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Course description

Including a deeper dive into the SECURE Act

Professional IRA Administrators manage millions of dollars in deposits every day.  Do you know how to handle the complex tax and legal issues of IRAs?  If not, this program is for you!  Build your skill set and increase your IRA expertise.

Program Highlights:

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, new 72 distribution rules and many other challenges we face as Advanced IRA personnel.You will receive an IRA Handbook with many examples of the new changes as well as a review of reporting, distributions, correcting excesses and other issues.  This program includes new and existing issues for IRAs and gives you a more comprehensive look at back of the house issues.

What you will learn:

-New relaxed eligibility on the Traditional IRA

-New premature distribution exceptions

-New rules on Inherited nonspouse IRAs and exceptions

-New 72 age on distributions

-Using the Qualified Charitable Distribution rule

-Managing the new SECURE Act going forward

-Review of reporting and compliance issues on all IRAs

-Review of excess contribution removals

-Receive a comprehensive IRA Handbook

-Operations and compliance calendar for 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

    • Materials

    • Slides

    • Secure Act

    • Questions and Answers