IRA Products and Movements (Webinar)

Member Fee:  $165 per connection 
Non-Member Fee:  $265 per connection 

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Speaker: Debbie Crawford, gettechnical, Inc.

This webinar is part of the IRA summertime series. We will continue to learn and understand the implications of the SECURE Act as it pertains to IRAs. We will make our way through contributions, movements, distributions and reporting and compliance. For those of you attending all three sessions we will work hard to develop our expertise as IRA Coordinators and Administrators for our bank. You will receive the latest version of the IRA Handbook.

During this webinar we will cover the four IRA products. We will also look at the changes made by the SECURE Act on money going into an IRA. You will get a good review of rollovers and transfers between IRAs and of rollovers from company retirement accounts.

  • The Traditional IRA
  • The Roth IRA
  • The SEP IRA
  • Rollovers versus Transfers from IRAs
  • Qualified Retirement Plan Rollovers
  • Special situations like disasters, self-certifications and qualified reservists
  • Changes to compensation and age with the SECURE Act

7/8/2020 10:00 AM - 11:30 AM

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