2021 IRA Study Part I - Products Webinar Recording

Member Fee:  $165
Non-Member Fee:  $265

Speaker: Debbie Crawford, gettechnical, Inc.


This IRA webinar is designed for those new to IRAs or is 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 an account holder's retirement strategy and all the different types of IRAs and their eligibility requirements. This webinar will include information on contributions and distributions as well as death distributions. Attendees will leave with less apprehension about their responsibilities and compliance issues for opening IRAs at the financial institution. Topics include: The Ins and Outs of all four IRA products: Traditional IRA, Roth IRA, Qualified Retirement Plan Rollovers, Simplified Employee Pension Plan, Moving and Changing IRAs, Coverdell Education Savings Accounts.

This is part 1 in a 4-part webinar series:
Part 2: IRA Movements - July 26, 2021
Part 3: IRA Distribution and Compliance - September 17, 2021
Part 4: IRA Death Distributions - September 13, 2021
When
6/3/2021 - 12/3/2021
 

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