January 27, 2025
2:30pm-4pm
Member Fee (Live or Recording): $165 per connection
Non-Member Fee (Live or Recording): $265 per connection
The SECURE Act 2.0 continues to roll out implementation with final regulations on required minimum distributions released in September 2024. Also in 2024, FAQs were released on domestic abuse, emergency savings accounts, terminal illness and more. The new numbers and phaseouts have been released for 2025. During this fast-paced program, we will cover updates for HSAs and IRAs.
Topics include:
- New numbers for 2025 including phaseouts, charitable contributions, SEPs and SIMPLEs
- Final RMD regulations impact inherited IRAs
- New FAQs on Domestic Abuse, Terminal Illness, Emergency Savings Accounts
- Roth SEP and SIMPLE
- New reporting codes released on 5498s for repayments
- HSA numbers and update
IRA Administrators, IRA Account Representatives, Personal Bankers, Deposit Operations, Deposit Compliance and Training
Debbie Crawford is the President of gettechnical, Inc. a Florida-based firm, specializing in the education of banks and credit unions across the nation. Her 35+ 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 Accounts.