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What's New?
Check the map to see if there is a deposit manual available for your state!
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State Deposit Accounts
State Deposit Accounts Manuals are now just $99.00! Check to see if there's a manual tailored to your state - more coming soon!
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Reasons to Order an Updated IRA or HSA Manual
- No RMDs this year on IRAs.
- No Distributions on Inherited IRAs
- Authorized Signers are OK on Health Savings Accounts
- You can transfer from an IRA to a Health Savings Account the contribution amount one time in a lifetime
- Designated Roth retirement plans can be rolled to Roth IRAs
- Qualified Retirement Plans can be rolled directly to Roth IRAs without $100,000 MAGI rule
- Heart Act inpacts Coverdell ESA & Roth IRAs
- Numbers have indexed for 2009
About our Company
Our company is a Baton Rouge, LA based firm specializing in seminars and educational materials for financial institutions. Recognized nationally as a source of information for the deposit side of financial institutions, we provide seminars and education materials for tellers, new accounts, IRAs, deposit compliance and federal regulations that affect the deposit side of the banking and credit union industry. We work with associations and leagues around the country to provide up-to-date compliance and regulatory information that impacts our industry.
About our Seminars
Our seminars are taught in many states and include up-to-date training materials to assist front-line staff as well as other personnel to effectively handle customers and members while complying with legal and regulatory requirements.
About our Education Materials
Our seminar materials are available for sale even if you do not attend the seminars. The materials are a helpful reference guide for opening accounts, IRAs, Customer Identification Programs, and much, much more.
Other Informational Links
Louisiana Bankers Association
Mississippi Bankers Association
Indiana Bankers Association
Independent Bankers Association of Texas
Arkansas Bankers Association
Texas Credit Union League
Louisiana Credit Union League
Mississippi Credit Union League
Financial Education & Development
Gettechnical Inc. is not engaged in the practice of law or accounting. We do not give tax or legal advice. We are not responsible for the actions of your employees in the course of their employment.
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