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IRA Training Courses


IRA Training Courses

Almost everyone has some type of IRA plan, and being knowledgable on how the rules and types of IRAs can help your financial institution garner more assets while better-serving your customers.

To help, Bank Training Center offers a variety of IRA training courses, including IRA training for the types of IRA plans, some for handling IRA transfers and rollovers, and other IRA training courses on distributions and beneficiaries.

Here are some of the things you will learn from our IRA training courses:

  • Basic forms required to open, close, move and maintain IRAs
  • Qualifications, Contribution Limits and Deadlines for Traditional IRAs, Roth IRAs, Conversion Roths, and SEP IRAsIRA Training - Basic Plan Types and Forms
  • Basic difference between primary and contingent beneficiaries
  • Naming an estate or trust as a beneficiary
  • Why is it important to qualify the money coming into the financial institution?
  • What is the IRS definition of an IRA for rollover qualification purposes?
  • What happens if an IRA accountholder exceeds the once-per-12-month rule?
  • What are the exceptions for the 60-day time period where the customer can "self-certify" the rollover is still allowed?
  • What are the alternatives to moving money from IRA to IRA if not a rollover?
  • Which IRA forms are used - and how is the movement reported to the IRS?
  • When does the financial institution have to verify transactions with the other institution?
  • What is the difference between an IRA Transfer, an IRA Rollover and a Qualified Plan Rollover?
  • Required Annual Notifications for RMDs and Withholding
  • Beneficiary payout options - including spouse, nonspouse, estate and trust
  • The NINE red flags of beneficiary payouts - including reporting pitfalls
  • What are the IRA accountholder notices that must be sent out in a timely manner
  • How and when to correct IRS reporting to avoid increased IRS fines to the financial institution
  • The most common errors hiding in your IRA customer files
Find IRA Training Courses

Simply select from the list of "Recommended Courses" below, or search for your desired IRA training courses by selecting "IRA" from the "Professional Development" section of the search box below.

Recommended Course(s)

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