2023 IRA Basics Virtual Seminar Recording

Member: $ 530
Non-Member: $ 730

Speaker: Debbie Crawford, gettechnical, inc

This recording is from a 1-day instructor led program held on October 18 via Zoom. Recordings are 4 MP4 links. Electronic materials will be sent as well.

The IRA Basics seminar 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 seminar 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.  

Topics include:

  • What's new with IRAs
  • Overview of IRAs
  • Traditional IRAs
  • Roth IRAs
  • Qualified Retirement Plan Rollover
  • Simplified Employee Pension Plan
  • Moving and changing IRAs
  • Transfers
  • Rollovers
  • Rollovers from Qualified Plans
  • Basics on premature distributions
  • Basics on 72 distributions
10/18/2023 - 4/18/2024

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