IRA Update and Review—2021-2022 Tax Season

January 26, 2022

REGISTER NOW

Description:

Register by December 24th 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).

IRA Update and Review—2021-2022 Tax Season has been submitted to ABA Professional Certifications for CE credit review and is pending approval. Once we receive notification of the credit approval, we will notify attendees.

WHAT?

During this webinar we will cover everything new on IRAs.  You will also get a good product review and update for the 2021-2022 tax season.   We will look at how to correct excesses, do conversions, recharacterizations not to mention a look at IRS reporting.  If there are IRA changes, this outline will be updated to reflect those changes.

PROGRAM CONTENT

Upon completion of the program participants understand:

  • Proposed Changes in the Build Back Better Act
  • Traditional, Roth, SEP and SIMPLE review
  • Complicated movements—rollovers, transfers, conversions and recharacterizations
  • Correcting Excess contributions
  • New Numbers and phaseouts for 2022
  • Getting a handle on the paperwork and reporting
  • Inherited IRAs

What you will receive:

  • 600+ IRA Handbook

WHO?

The program is designed for IRA Administrators, Deposit Operations, Branch Administration, Training, Branch Managers, Customer Service Representatives, Tellers, Compliance Officers, and others who open accounts for retirement.

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

**Recording Included

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 December 24th and take advantage of our Early Bird Pricing!

Presenters:

Deb Crawford

Deborah Crawford is the President of Gettechnical Inc., a Virginia based training company. She specializes in the deposit side of the financial institution and is an instructor on IRAs, BSA, Deposit Regulations and opening account procedures. She was formerly with Hibernia National Bank (now Capital One) and has bachelor’s and master’s degrees from Louisiana State University. She has over 30 years of combined teaching and banking experience

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Price: $0.00
Start Time: 2:00 pm EDT
End Time: 4:00 pm EDT
Date:

January 26, 2022

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