IRA Update and Review
Webinar | 1 1/2 Hours | 2.0 CE Credits

IRAs get a pay raise for 2019! All new IRA numbers for 2019 bring increased deposits and revenue opportunities for 2019. You won’t want to miss a complete explanation of all the Tax Cuts Jobs Act changes and a great review of IRA issues for the 2018-2019 tax year.

Already know the basics on IRAs? Just need the new information and a good review for the 2018-2019 tax year? This is the program for you. It is designed for the banking professional with some IRA knowledge and provides a comprehensive review of what is new and intricate with these products.

Program Topics
• All new IRA numbers for contributions
• All new numbers for Roth and Traditional phase-outs
• Implications of the Tax Cuts Jobs Act
• Review of products
• Distributions
• New Reporting Codes
• Self Certifications
• Inherited IRAs
• Reporting Changes
• Combat zones and disaster relief
• And much much more…
Who Should Attend
IRA administrators, new accounts, personal bankers, branch administration, deposit operations, branch managers, BSA officers, training and business development personnel
Instructor
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.
189.00