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IRA and HSA 2026 Update Webinar
May 27, 2026
Program Overview
The IRA & HSA webinar is designed for those new to IRAs or a great review for those who have been in the business for a while. It addresses the purpose of IRAs, the role IRAs play in a customer’s retirement strategy and all the different types of IRAs and their eligibility requirements. This great webinar includes some information on a few distributions, including death distributions. Seminar attendees will leave with less apprehension about their responsibilities and compliance issues for opening IRAs at the financial institution. Each registrant will receive a digital copy of the IRA Handbook.
Program Highlights
- What’s new with IRAs;
- Overview of IRAs;
- Traditional IRAs;
- Roth IRAs;
- Simplified Employee Pension Plan;
- SIMPLES;
- Moving and changing IRAs;
- Transfers;
- Rollovers;
- Rollovers from Qualified Plans;
- Basics on premature distributions;
- Basics on 73 distributions;
- Inherited IRA ;
- Reporting to the IRS;
- Health Savings Account Update.
Date & Time
May 27, 2026
9:50AM Zoom Sign In | 10:00AM Webinar Start | 12:00PM Webinar Conclude
Who Should Attend?
IRA Administrators, Customer Service Representatives, Deposit Operations
Questions? Check out our FAQs or contact registrations@massbankers.org
Agenda
Speakers
| Name | Organization | Speaking At |
|---|---|---|
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Debbie Crawford
<p>Deborah Crawford is the President of Gettechnical Inc., a Florida-based firm, specializing in the education of banks across the nation. Her 40+ 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.</p>
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Gettechnical Inc. | - |