COVID and IRA Distributions
01/10/2021
Under the CARES Act can the customer take money out of a 401K and repay it to an IRA in three years?
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.
01/10/2021
Under the CARES Act can the customer take money out of a 401K and repay it to an IRA in three years?
01/10/2021
Can a nonspouse have a rollover from a qualified plan?
01/03/2021
How do we report the inherited IRAs? How should it be titled?
01/03/2021
Can a minor inherit and IRA and take the IRA death distributions over his or her lifetime?
01/03/2021
Do you have to have a transfer form?
01/03/2021
If the customer makes too much money, can he or she still deduct the Traditional IRA?
01/03/2021
What is changed on CTRs and what is still in the hopper?
12/27/2020
If our customer makes a late contribution because he or she serves in the military, how do we report?
12/27/2020
Does the spouse have the right to still “treat IRA as own”?
12/27/2020
What type of IRA can be revoked?