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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

 

Instructor(s)

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

    Webinar

    • Access Webinar

  • 2

    Materials

    • Slides

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