IRA Operations Update
About This Course
Stay ahead of critical IRA changes and avoid costly compliance errors. This timely IRA Update equips administrators and deposit operations professionals with the knowledge needed to implement new reporting codes, apply updated IRA limits and phaseouts for 2026, and correctly report Roth, SEP, and SIMPLE IRAs. You’ll also gain much-needed clarity on inherited IRA distribution rules and RMD requirements, ensuring your systems, processes, and documentation are accurate, current, and audit-ready.
Topics covered in this course
- New Reporting Codes for repayments and charitable distributions
- Reporting on 5498 for Roth SEP and Simples
- New limits and phaseout limits for IRAs
- Inherited IRAs getting things straight with death distribution
- Designed for: IRA Administrators and Deposit Operations
*This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
Your Instructor
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 course is covered under team memberships.
See Team Memberships