IRA Fundamentals Every Banker Should Know


Presented by: Deborah Crawford

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As one of the base products of our financial institution, there are basics that every banker should know. We will cover the products, the movements, the distributions and basic reporting to the IRS. You will learn talking points for your customers, how to stay out of tax advice situations, and use the forms to help you navigate to compliance. It is a must for your training library and will help all staff during this coming tax season.

Program Highlights:
  • The Traditional IRA
  • The Roth IRA
  • The SEP and SIMPLE IRAs
  • Transfers and Rollovers
  • Premature Distributions
  • Required Minimums
  • Death Distributions
  • Reporting and Forms
What you will receive:
600+ IRA Handbook

WHO SHOULD ATTEND? Branch Managers, Loan officers, Customer Service Representatives, Tellers, Deposit Operations, Deposit Compliance, Branch Administration, BSA Officer, BSA staff, Compliance Officers, and others who open accounts for retirement.

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

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  • Model: cd_ira1120
  • Manufactured by: Glia Group, Inc.

This product was added to our catalog on Tuesday 13 October, 2020.

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