IRA Review and Update

February 2, 2021

REGISTER NOW

Description:

Register by December 31st and take advantage of our Early Bird Pricing!

All registrations to Compliance Resource webinars include five live connections AND the recording of the webinar (guaranteed for one year).

WHAT?

Our webinar on IRAs include the end of the 2020 tax season and the start of 2021.  You will have to begin to implement SECURE Act and its provisions this year.  You will need to send amendments and update your forms.  We also have some new pending legislation which if passed we will cover during this webinar.

 

All the new numbers, forms, distribution rules, new tables all available in our 600+ page manual.

 

PROGRAM CONTENT

Upon completion of the program, participants understand:

  • CARES Act Recap of $100,000 repayment rules
  • SECURE Act on death distributions
  • New Life Expectancy tables
  • New Cost of Living Adjustments
  • Plus a good review of IRAs to start tax season
  • Pending legislation if finalized will be covered

 

WHO?

This program is designed for IRA Administrators, Personal Bankers, Customer Service Representatives, Training, Deposit Operations and Compliance.

*This program will start at 2:00 PM EST, 1:00 PM CST,  12:00 PM MST, or 11:00 AM PST

**Recording Available

This webinar will be recorded and sent to all registrants.  You will receive links to the recording following the program.  These recordings have unlimited viewings and are available for up to one year.

Register by November 20th and take advantage of our Early Bird Pricing!

If you are receiving an error message when attempting to register, we recommend using a modern browser (not Internet Explorer).  Users have reported issues since Internet Explorer stopped being supported by Microsoft. For best results, attempt using Google Chrome, Microsoft Edge or Mozilla Firefox.

Presenters:

Deborah L Crawford

Deborah L Crawford is the President of Gettechnical Inc. a Virginia/Louisiana based training company.  She has been an instructor and a banker for over 30 years.  She obtained her bachelors and master’s degrees from Louisiana State University.  Her specialty is the deposit side of the financial institution including BSA, IRAs and deposit regulations.  Over the years she has been an instructor for many state associations and leagues.

Webinar Icon
Price: $0.00
Start Time: 2:00 pm EST
End Time: 4:00 pm EST
Date:

February 2, 2021

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