Upcoming Webinars

Members and nonmembers are invited to register for all of our upcoming webinars.

Upcoming Webinars

Members and nonmembers are invited to register for all of our upcoming webinars.

February 1, 2024  |  10:00 am

IRA Update and Review

$225.00

This item is discounted for members. Log in to claim it!

Category:

During this webinar we will cover everything new on IRAs. You will also get a good product review and update for the tax season.  We will look at how to correct excesses, do conversions, recharacterizations not to mention a look at IRS reporting. If there are IRA changes, this outline will be updated to reflect those changes. We still have some legislation pending.

Program Highlights

  • Regulations on RMDs
  • Traditional, Roth, SEP and SIMPLE review
  • Complicated movements—rollovers, transfers, conversions and recharacterizations
  • Correcting Excess contributions
  • New Numbers and phaseouts for 2024
  • Getting a handle on the paperwork and reporting
  • Inherited IRAs—Designated, Eligible Designated, Trusts

What you will receive:

600+ IRA Handbook

CE CREDITS: TBD

PRESENTER/ PRESENTERS: Deborah Crawford, President of Gettechnical Inc.

Deborah Crawford is the President of Gettechnical, Inc., specializing in the education of banks and credit unions across the nation. Her 28 plus years of banking and teaching experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor’s and master’s degrees. Deborah’s specialty is in the deposit side of the financial institution where she teaches seminars on regulations, documentation, insurance and Individual Retirement

MODERATORS: Jim Nemecek & Jennifer Cliber Smith of Compliance Anchor

WHO SHOULD ATTEND: IRA Administrators, Deposit Operations, Branch Administration, Training, Branch Managers, Customer Service Representatives, Tellers, Compliance Officers, and others who open accounts for retirement.

Upcoming Webinars

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