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Course description

The SECURE Act was granted a reprieve when IRA required minimums and death distributions were skipped in 2020.  Today the distribution rules are in effect and dramatically change IRAs.  The inherited IRA particularly change with many new beneficiaries are having to take out IRA distributions in 10 years.  Learn about the changes from the SECURE Act, the CARES Act and any new rules that came out for 2021.  

Program Highlights

-Premature Distribution rules and exceptions to penalties

-Required Minimum Distribution rules and calculations

-Inherited IRA flowcharts—eligible designated and designated beneficiaries

-Amendments

-Calculations for all of these distribution types

-Forms and IRS reporting 

-Special issues with the distribution of the CARES Act $100,000 and its movement back into the IRA

What you will receive:

-IRA Handbook over 600+ pages with up to the minute information and changes

-Quiz

-Certificate of Completion

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

    • Materials

    • Questions and Answers

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