IRA Talks (Short Self Paced Recordings)

IRA Accounts Talks is a series of conversations about IRAs topics for the deposit area.  This series purpose is to create unique short educational programs for both professional development and increasing technical expertise of our frontline staff.  It is a more casual approach to learning fundamentals about IRA products, movements, distributions, compliance, and other important topics.  Designed for weekly or monthly meetings, orientation or ongoing development of your IRA Coordinators and branch staff, these Talks are a new approach which will compliment and enhance your already developed IRA training programs.  These videos are also good basic training for officers and managers. 

Purchase Price: $999 (includes all 20 video recordings)
If you are interested in purchasing more than one set of talks, please contact the LBA. 

Click here for brochure

Speaker: Debbie Crawford, gettechnical, Inc.

Topics include:  
1. Traditional IRA
2. Roth IRA
3. SEP IRA
4. SIMPLE IRA
5. Rollovers
6. Transfers
7. QRP-to-IRA Rollovers
8. Conversations & Recharacterizations
9. Premature Distributions
10. Required Minimum Distributions (RMDs)
11. Inherited IRAs-Spouse
12. Inherited IRAs- Non Spouse
13. IRS Reporting 1099R & 5498
14. IRA Withholding
15. Excess Distributions
16. Forms to Open & Close an IRA
17. 10 Common Errors on IRAs
18. IRA Summary
19. Coverdell Education Savings Account (CESA)
20. Health Savings Accounts (HSA)
When
6/20/2023 - 12/31/2024
 

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