Course description

The SECURE Act brought many changes to IRAs on death distributions.  We are only beginning to understand the ramifications of this changes because of the skip in the COVID year.  Learn to distinguish what kind of beneficiary your customer is and what options the customer has to choose from.  There are many errors made on inherited IRAs so this webinar gives you checklists, flowcharts and tools to get it right.

Program Highlights:

-Understanding the types of beneficiaries

-Learn about disclaimers

-Setting up and paying out an inherited IRA

-Common errors and pitfalls

-Breaking down the 5 year rule, 10 year rule and life expectancy payments

-Styling the inherited IRA

-Treating the IRA as your own if a spouse

-What to do if the beneficiary is a trust 

-What to do if the beneficiary is an estate or charity

-IRS Reporting and documentation

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

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