SOCIAL DISTANCE PRICING — We know it's not always possible to train in a group setting right now, so we're offering additional user logins at a significant discount. Select how many logins you need from the drop down menu below, then fill out the multi-user registration form at checkout. If you are purchasing for a multi-webinar bundle or need more than 5 logins, please contact us for pricing.

Course description


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 Highlights:

-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



Deborah Crawford

Deborah Crawford is the President of gettechnical inc. She specializes in compliance and regulations for the deposit side of financial institutions. Her 27+ year career in banking and training began at Hibernia National Bank. She has been a seminar leader for many state associations and credit union groups across the nation. She has Bachelors and Masters degrees from Louisiana State University.

Course curriculum

  • 1


    • Access Webinar

  • 2


    • Slides