2023 IRA Fundamentals Every Bank Should Know Web Rec

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

Speaker:  Debbie Crawford, gettechnical, inc

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

8/21/2023 - 2/21/2024

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