August 12, 2024
2:30pm-4pm
Member Fee (Live or Recording): $165 per connection
Non-Member Fee (Live or Recording): $265 per connection
SECURE Act changes rules for Beneficiaries
The general rule is now a 10-year payout. Who can still use life expectancy? Which life expectancy? How do we calculate the life expectancy? All of these questions will be addressed in this 90 minute webinar.
Topics include:
- Who is designated and who is an eligible designated beneficiary?
- What is payout for someone who is disabled or chronically ill?
- What is payout for someone who is spouse?
- What is payout for a minor or sibling?
- What about successor beneficiaries?
- How do we determine the 10 years for designated beneficiaries?
- How are accounts set up and reported?
You will receive:
- Case Studies
- Updated IRA Handbook flowcharts
This webinar is designed for all IRA administrators, personal bankers, trust officers, customer service representatives and those selling or discussing these products with their customers.
Debbie Crawford is the President of gettechnical, Inc. a Florida-based firm, specializing in the education of banks and credit unions across the nation. Her 35+ years of banking and teaching experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor's and master’s degrees. Deborah's specialty is in the deposit side of the financial institution where she teaches seminars on regulations, documentation, insurance and Individual Retirement Accounts.