IRA Update and Review—2021-2022 Tax Season


Presented by: Deborah Crawford

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During this webinar we will cover everything new on IRAs. You will also get a good product review and update for the 2021-2022 tax season. We will look at how to correct excesses, do conversions, recharacterizations not to mention a look at IRS reporting. If there are IRA changes, this outline will be updated to reflect those changes.

Program Highlights:
  • Proposed Changes in the Build Back Better Act
  • Traditional, Roth, SEP and SIMPLE review
  • Complicated movements-rollovers, transfers, conversions and recharacterizations
  • Correcting Excess contributions
  • New Numbers and phaseouts for 2022
  • Getting a handle on the paperwork and reporting
  • Inherited IRAs
What you will receive: 600+ IRA Handbook

IRA Administrators, New Accounts, Personal Bankers, Branch Administration, Deposit Operations, Branch Managers, BSA Officers, Training and Business Development Personnel

About the Speaker: 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.

This program was recorded in its entirety in January 2022. The CD-ROM includes program slides, materials (if available) and follow-up Q & A document.

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  • Model: cd_ira0122
  • Manufactured by: Glia Group, Inc.

This product was added to our catalog on Thursday 12 November, 2015.

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