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Course description

Already know the basics on IRAs? Just need the new information and a good review for the 2018-2019 tax year? This is the program for you. It is designed for the banking professional with some IRA knowledge and provides a comprehensive review of what is new and intricate with these products. 

What you will learn: 

  • All new IRA numbers for contributions
  • All new numbers for Roth and Traditional phase-outs
  • Implications of the Tax Cuts Jobs Act
  • Review of products
  • Distributions
  • New Reporting Codes
  • Self Certifications
  • Inherited IRAs
  • Reporting Changes
  • Combat zones and disaster relief
  • And much much more…

WHO SHOULD ATTEND?

IRA Administrators, New Accounts, Personal Bankers, Branch Administration, Deposit Operations, Branch Managers, BSA Officers, Training and Business Development Personnel

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

    • IRA Update and Review
  • 2

    Materials

    • Slides

    • Materials

    • Attendance Sheet

    • Questions and Answers