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Event Name:10 IRA Challenges and Mistakes that Banks and CUs Make
Date:Wednesday, November 14, 2018 11:00am CST
Presented By:BankersHub
Panelist(s) Info: Deborah Shipman  (Bio)

Debbie conducts IRA training programs nationwide and her expertise includes Traditional and Roth IRAs, Coverdell education savings accounts, health savings accounts, and SEP plans. She leads the analysis, design, development, implementation, and evaluation of Ascensus’ IRA workshop curriculums. Debbie holds the CIS, CIP, and CISP designations.

Credits:1.5 CPE Credits, 1.5 CHSP Credits

Although not quite as funny as other Top 10 lists, this course will provide an interesting and unique perspective on the 10 IRA issues facing financial institutions today.

This IRA webinar will cover such important topics to financial institutions and its customers as:

  • The Backdoor Roth IRA
  • Electronic Communications and Record Retention
  • Senior IRA Personnel Retirements and Succession Planning
  • Avoiding RMDs
  • Worthless assets in an IRA
  • Rollover Pretax and After-tax splits
  • Nonresident alien beneficiaries

…And MUCH more!

This retirement webinar is filled with examples, tips and guidelines designed to ensure your team is fully equipped to handle complex questions and issues that may arise when handling Individual Retirement Accounts.