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Course description

There is value added to every area of the bank when you know IRAs. Maybe you work in a branch or wealth management. Either way, you need to know how to talk IRAs. Your bank may be missing big opportunities if IRA staff don’t know what a SEP is when talking to a doctor, or how to move millions into a 401(k) or how to convert to a tax-free earnings Roth IRA. It is not hard to do, but it is important to understand the fundamentals. This is the IRA program for every staff member of your bank. Learn to love and appreciate the great products at your fingertips. 

You will receive an electronic copy of the IRA Handbook which is over 500+ pages 

Program Highlights:

  • The four IRA products
  • IRA to IRA rollovers
  • IRA to IRA transfers
  • Qualified plan rollovers
  • Premature distribution exceptions
  • 70 ½ distribution basics
  • Inherited IRAs
  • Reporting to the IRS

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

    • IRAs: From the Ground Up
  • 2

    Materials

    • Materials

    • Slides

    • Attendance Sheet

    • Questions and Answers