Course Details

IRAs: The Basics Simplified

Webinar: ID# 1000701
Date: Recorded
IRAs: The Basics Simplified
About This Course:
Have you ever noticed sometimes when the IRA Guru leaves the bank, it is without notice or training for a replacement??!! On the first day of training, you feel like someone dropped you on the top of a mountain and told you to find your own way down.

In other words, you have NO IDEA where to go or what they are talking about. Everything just sounds alien to you. It’s true. IRAs are a different world from the other accounts at your bank. Oh, they may look similar, but the rules, regulations and IRS reporting build the complications to the point where you feel like you are on falling off of a cliff!! And, just when you finally find your footing, they change the rules again.

While it may take years to build a confidence level where you can answer almost any question thrown your way, the goal is to raise your comfort level if you are a rookie and to reinforce your knowledge if you have a higher level of experience.What You'll Learn:
  • Review of top terminology of IRAs
  • Qualifications, Contribution Limits, and Deadlines for:

    • Traditional IRA and Roth IRAs
    • Conversion Roth (IRS codes and reporting)
    • SEP IRAs

  • Basic Forms Required To Open, Close, Move, and Maintain IRAs (please have your own forms - including application, contribution, and distribution forms - available during the webinar)
IRAs: The Basics Simplified
Available on CD or On-Demand formats
Course Details
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