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Course description

During this webinar we will cover the intricate details of rollovers, transfers, recharacterizations, conversions, revocations and many more special movement listed in our highlights.  You will learn exceptions that are provided for extension of the 60 days such as the CARES Act and self certification.  You will learn how to make conversions from Traditional to Roth and move IRAs into Health Savings Accounts (HSAs).  So many movements and so many IRS requirements for each type.  Delve into the paperwork, the reporting the customer requirements and everything you need to know to move an IRA.

Program Highlights

-IRA to IRA Rollovers

-Self Certification Exceptions to the 60 days

-CARES Act Exceptions to the 60 days and one per 12 month rule

-Qualified Plan rollovers to IRAs and then back to Qualified Plans

-Recharacterizations

-Conversions

-Revocations

-IRA to HSA Rollovers

-Rollovers/Transfers Due to Divorce

-Military, Airline and other special movements

-Learn how to complete the paperwork and the reporting on all these movements

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

    • Materials

    • Slides

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