Course Details

IRAs: The Basics - Plan Types and Forms

IRAs: The Basics - Plan Types and Forms
Webinar: ID# 1000877
Date: Recorded
About This Course:
You finally received the promotion you've been dreaming about - IRA Coordinator! Now what do you do? Were you able to get even a little bit of training before the last Guru left the bank - or are you "on your own"? Because of their extreme complexity, IRAs are a very difficult product to learn "on the job."

In short order, personnel begin to dislike this account because of the feeling of uncertainty that occurs when an accountholder asks unfamiliar questions. The goal of this basic webinar is to start at the beginning of "What is an IRA?" Who can have an IRA? How much can they contribute?

All areas will be discussed thoroughly, with emphasis on the responsibility of the financial institution vs. the responsibility shifting to the accountholder.What You'll Learn:
  • Review of top terminology of IRAs
  • Basic Forms Required To Open, Close, Move and Maintain IRAs (have your own forms - including application, contribution and distribution forms - available during the webinar)
  • Qualifications, Contribution Limits and Deadlines for:
    • Traditional IRA and Roth IRAs
    • Conversion Roth (IRS codes and reporting)
  • SEP IRAs
IRAs: The Basics - Plan Types and Forms
Available on CD or On-Demand formats
Course Details
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