December 2, 2024
2:30pm-4pm


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


It’s been a busy year. The SECURE Act regulations have been finalized and bring some clarification on inherited IRA distributions. A series of FAQs have been released on disaster relief, terminal illness, domestic abuse and emergency savings withdrawals. The new numbers will be out for 2025, and reporting changes have been released. Learn all things new for IRAs at this program.

Topics include:

• New FAQs in 2024 for Disaster Relief, Terminal Illness, Domestic Abuse and Emergency Savings Withdrawals
• SECURE Act regulations finalize bringing distribution requirements into the 10-year rule
• See-thru trusts as beneficiaries 
• 2025 numbers will be out by the time of the program 
• Reporting Changes and Updates
• Inherited IRA must be fixed by January 1, 2025
• Check list of things to do at year-end 

IRA Administrators, IRA Staff, Training, Branch Managers, Customer Service Representatives

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.