What You'll Learn
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.
About the Author:
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.
You Might Also Like
On-Demand Course
Account Officer Training on ACH/RDC Credit and Transactional Underwriting, Setting Exposure Limits and Performing Periodic Reviews
On-Demand Course
Many financial institutions struggle with setting appropriate exposure limits for ACH and RDC clients. This course explores NACHA-defined exposure, effective calculation methods, and best practices for setting limits. Attendees will also learn how to handle temporary over-limits and permanent lim...
Instructor: Terri Sands
299.00
Order Today
Role: Branch Operations
Credits: 1.2 AAP Credits
299.00
Order Today
On-Demand Course
Garnishments, Subpoenas, Levies, and Law Enforcement Requests
On-Demand Course
Federal law requires banks to periodically reassess their garnishment procedures. Financial institutions have a responsibility to determine where funds originated and if those funds are exempt from garnishment or levy. Customer-facing and back-office staff frequently receive garnishments, subpoen...
Instructor: Kelly Rozier
299.00
Order Today
Role: Branch Operations
299.00
Order Today
Interactive
Branch Security
Interactive
Course Overview: This course covers the purpose and goals of a bank security program, procedures for opening and closing, responding to bomb threats, and much more. Learning Objectives Define the purpose and goals of a bank security program Outline office security procedures from opening to clo...
89.00
Order Today
Role: Branch Operations
89.00
Order Today
On-Demand Course
Accountholder Death Requirements - Documentation, POD, POA, Checklist and More
On-Demand Course
Working with relatives of an accountholder who has recently passed can be difficult and emotionally trying. The situation becomes more stressful when banks and CUs are unsure of proper procedures to follow. This informative branch webinar guides frontline staff through the sensitive process of as...
Instructor: Dawn Kincaid
299.00
Order Today
Role: Branch Operations
299.00
Order Today