IRA Basics (Virtual)
October 26, 2021 @ 9:00 am - 4:00 pm
- This event has passed.
Upcoming Live Training
IRA Advanced
SARs: Line-by-Line
Handling Legal Documents – POAs, Trusts, Estates and Guardianships
Writing Teller Training and Procedures
BSA Red Flags for Money Laundering
High Risk Customers – Cannabis, Virtual Currency, Charities, and Private ATMs
BSA: CIP & CDD
IRA Comprehensive School
BSA Officer Update
Opening Business Accounts
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Event Cost: $299
Tuesday, October 26th, 9:00 AM – 4:00 PM – Central Time
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. Each registrant will receive a digital copy of the 575 plus page IRA Handbook.
Program Topics
- New life expectancy tables in 2022
- What’s new with IRAs
- Overview of IRAs
- Traditional IRAs
- Roth IRAs
- Qualified Retirement Plan Rollover
- Simplified Employee Pension Plan
- SIMPLES
- Moving and changing IRAs
- Coverdell Education Savings Accounts
- Basics on premature distributions
- Basics on 70 1/2 distributions (In 2020 will be 72)
Who Should Attend
This program is designed for all IRA Administrators, personal bankers, trust officers, customer service representatives and those selling or discussing these products with their customers.
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