IRA—The Basics


Presented by: Deborah Crawford

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It's tax season. Many customers still use the IRA as a retirement plan for themselves and their employees. What are the IRA products? How are they moved? Who is eligible for these products and what happens at death? Can you talk IRAs without giving tax advice? This is designed for managers, loan officers, tellers, new accounts. It is a must for every bank employee who may handle, open or discuss products with a customer. Don't run away from one of the best products you can open!

What you will learn:
  • Four products and the eligibility requirements
  • How to tell from the check if it is a rollover or transfer
  • How to handle rollovers from company retirement plans
  • What are the premature distribution penalty exceptions?
  • What happens to an IRA from birth to death?
  • How does the IRS know what the customer is doing?
  • -And so much more
You will receive:
The 2020 IRA Handbook with 500+ pages of information

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 2020. The CD-ROM includes program slides, materials (if available) and follow-up Q & A document.

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  • Model: cd_irabasic0120

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

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