IRA Fundamentals Every Bank Should Know (Webinar)


August 21, 2023
2:30pm-4pm


Member Fee (Live or Recording):  $165 per connection 
Non-Member Fee (Live or Recording):  $265 per connection


As one of the base products of our financial institution, there are basics that every banker should know.  We will cover the products, the movements, the distributions and basic reporting to the IRS.  You will learn talking points for your customers, how to stay out of tax advice situations, and use the forms to help you navigate to compliance.  

Program Highlights:
• The Traditional IRA
• The Roth IRA
• The SEP and SIMPLE IRAs
• Transfers and Rollovers
• Premature Distributions 
• Required Minimums
• Death Distributions 
• Reporting and Forms


Branch Managers, Loan officers, Customer Service Representatives, Tellers, Deposit Operations, Deposit Compliance, Branch Administration, BSA Officer, BSA staff, Compliance Officers, and others who open accounts for retirement.
 

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.
When
8/21/2023 2:30 PM - 4:00 PM

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