IRA Advanced (In-Person, Live Stream and Recording)


March 28, 2025
9:00AM-4:00PM


Member Fees: $265 (In-Person); $365 (Live Stream); $530 (Recording); $100 Add On Recording Fee with In-Person or Live Stream Registration
Non-Member Fees: $465 (In-Person); $565 (Live Stream); $730 (Recording); $100 Add On Recording Fee with In-Person or Live Stream Registration

Please note: If you participate in-person or by live stream via Zoom, we will email a certificate to you following the program. Certificates will only be emailed to registered attendees. If you register for the recording, we will not be able to provide a certificate because we will not be able to track attendance.

Click here for tips if participating in the live streamed seminar.


The IRA Advanced class is designed for those who need information on what is new and changed in IRAs. We also include a review of products and compliance issues. While not designed for those who are new to IRAs, it does include enough basics to get you started and focuses on those areas that change each year.

Topics include:

• Premature distributions
• New exceptions to the 10% penalty
• Annuity Distributions
• Tax levies on IRAs
• Transfers and rollovers after 73
  
• 73 calculations & issues
• Waivers
• Charitable distributions
• Death distributions—New 10 year rule for non-spouse beneficiaries
• Primary vs. contingent beneficiaries
• Treating the IRA as spouse’s own
• Inheriting the IRA
• Successor beneficiaries, disclaimers, calculations
• Special topics
• Recharacterizations
  
• Conversions and reconversions
• Revocations
• Excesses
• Compliance, auditing and reporting

This program is designed for intermediate and advanced level IRA administrators, trust officers, customer service representatives, personal bankers, branch managers and other personnel who need comprehensive distribution and compliance information.

Debbie Crawford is the President of gettechnical, Inc. a Baton Rouge-based firm, specializing in the education of banks and credit unions across the nation. Her 27+ 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.