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 for $25 each. If you need more than 5, contact us to purchase.

Course description

SECURE Act, CARES Act, Extended Tax deadlines, and IRS Notices!   Learn if you complied with all the IRA Changes in 2020!Program Highlights:

-Two changes in the CARES Act—Waiver of RMDs and the $100,000 withdrawal

-Five Changes in the SECURE Act—Age for contributions extended, age for RMDs extended to 72 and more changes affect IRAs

-IRS notice on waiving RMDs and rolling them back in

-How to distribute up to $100,000 in IRA when  your customer is affected by COVID

-Impact of extended tax reporting for COVID and disasters

-Year-End Reporting 

-Letting customers know what is happening

-Preparing for the 2021 tax season with new inherited IRA rules

Securing a Strong Retirement Act of 2020 proposes changes

-Increase of the Savers Credit to flat 505

-Increase in age for RMD to 75

-Catch up contribution would be set to index

-Higher Catch up for the Simple

-Exemption from RMD if total balance under $100,000

-Increase in the charitable gift to $130,000

-Statute of limits for excise tax on excess contributions

- New life expectancy tables released by the IRS


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

    • Materials

    • Slides

    • Questions and Answers

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