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.
- What's new with IRAs
- Overview of IRAs
- Traditional IRAs
- Roth IRAs
- Qualified Retirement Plan Rollover
- Simplified Employee Pension Plan
- Moving and changing IRAs
- Rollovers from Qualified Plans
- Basics on premature distributions
- Basics on 72 distributions