Introduction to IRAs

For those who are new to IRAs or need a refresher, this webinar provides the fundamentals of Traditional and Roth IRAs. It covers IRA contributions, distributions, and portability, including the rules associated with rollovers between employer-sponsored retirement plans and IRAs.

This program is Part 1 of a 3 Part Series. For more information and series pricing, Click Here.

Covered Topics:

  • Describe and list the tax benefits of an IRA 
  • Recognize types of annual contributions 
  • Explain contribution eligibility and the deadline to make an annual contribution
  • Identify the methods of moving assets between IRAs and between employer-sponsored retirement plans and IRAs 
  • State the early distribution penalty tax exemptions

Who Should Attend?

Those responsible for IRA compliance or operations at their financial organization will benefit from this program.