Credit Union IRAs Webinar Training

Total Training Solutions' credit union IRA webinar training covers topics ranging from IRA terms and plan types to distributions and rollovers to distributions and beneficiaries and many more. All of our credit union training webinars are led by experts from the financial industry.

Top 10 IRA Issues

Presented By:Photo of Paul Cullen & Mike Glover Paul Cullen & Mike Glover
This event was recorded on Friday, February 17th, 2017.

This webinar will provide an interesting and unique perspective on the Top 10 IRA issues facing financial organizations today.

Related Topics: IRA, Customer Service, Operations

Promo URL: https://www.CUWebinars.com/Webinar/Details/4755/?idAff=19

IRA Rollovers and Transfers have changed, are you prepared?

Presented By:Photo of Paul Cullen & Mike Glover Paul Cullen & Mike Glover
This event was recorded on Tuesday, January 31st, 2017.

This webinar will discuss rollovers and transfers as well as direct and indirect rollovers and will also touch on designated Roth account assets.

Related Topics: IRA, Customer Service, Operations

Promo URL: https://www.CUWebinars.com/Webinar/Details/4754/?idAff=19

IRAs - 3 Part Webinar Series

Presented By:Photo of Paul Cullen & Mike Glover Paul Cullen & Mike Glover
This event was recorded on Tuesday, January 24th, 2017.

These sessions will provide a comprehensive review of Roth and Traditional IRAs including rollovers, transfers and the most recent issues institutions face regarding IRAs.

Related Topics: IRA, Customer Service, Operations

Promo URL: https://www.CUWebinars.com/Webinar/Details/4756/?idAff=19

Introduction to IRAs

Presented By:Photo of Stacy Torkelson & Ryan Przybilla Stacy Torkelson & Ryan Przybilla
This event was recorded on Tuesday, January 24th, 2017.

For those who are new to IRAs or need a refresher, this webinar provides the fundamentals of Traditional and Roth IRAs.

Related Topics: IRA, Customer Service, Operations

Promo URL: https://www.CUWebinars.com/Webinar/Details/4753/?idAff=19

10 Lessons Learned When Your Member Dies

Presented By:Photo of Deborah Crawford Deborah Crawford
This event was recorded on Thursday, October 13th, 2016.

Learn about checks, IRAs, deposit ownership, trusts, UTMA, affidavits of heirship and other complex issues that can occur when a member dies.

Related Topics: IRA, Customer Service, Operations, Teller

Promo URL: https://www.CUWebinars.com/Webinar/Details/4711/?idAff=19

IRA Distributions: Premature and Normal

Presented By:Photo of Christy Crawford Christy Crawford
This event was recorded on Thursday, February 11th, 2016.

In this IRA webinar, we will work on the distribution side of the IRA. You will learn various distributions from the IRA, from premature to normal distributions and how to report them to the IRS.

Related Topics: IRA, Operations, Teller

Promo URL: https://www.CUWebinars.com/Webinar/Details/4667/?idAff=19

IRA Basics

Presented By:Photo of Christy Crawford Christy Crawford
This event was recorded on Thursday, January 28th, 2016.

If you have just started with IRAs or want a good review of IRA fundamentals, this is the program for you.

Related Topics: IRA, Operations, Teller

Promo URL: https://www.CUWebinars.com/Webinar/Details/4666/?idAff=19

10 Lessons Learned When Your Member Dies

Presented By:Photo of Deborah Crawford Deborah Crawford
This event was recorded on Wednesday, October 14th, 2015.

Learn about checks, IRAs, deposit ownership, trusts, UTMA, affidavits of heirship and other complex issues that can occur when a member dies.

Your member passed away yesterday and the family is grieving. Yet, in the midst of all the remembering and honoring of a life, the legal and compli... More →

Related Topics: Compliance, IRA, Customer Service, Operations, Human Resources, Teller

Promo URL: https://www.CUWebinars.com/Webinar/Details/4631/?idAff=19

IRA Products

Presented By:Photo of Christy Crawford Christy Crawford
This event was recorded on Monday, July 20th, 2015.

This basic IRA webinar is designed for those new to IRAs or is a great review for those who have been in the business for a while.

Related Topics: IRA

Promo URL: https://www.CUWebinars.com/Webinar/Details/1806/?idAff=19

IRA Distributions

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Thursday, March 27th, 2014.

I thought I knew the answer! Whether you are an IRA "rookie" or an IRA "pro", you know you have probably had this feeling many times! Oh, that helpless feeling we get when a member asks us anything above the most basic IRA questions. If you are searching for a Webinar where you will achiev... More →

Related Topics: Operations, IRA, IRA

Promo URL: https://www.CUWebinars.com/Webinar/Details/437/?idAff=19

IRA Transfers and Rollovers - What's the Difference?

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Thursday, March 13th, 2014.

HUGE Difference!! One of the most incorrectly reported transactions is the movement of funds from a Qualified Employer Plan to an IRA and from an IRA to an IRA. The result is the IRA members getting "love" letters from the IRS with huge bills attached stating they owe thousands of dollars in ta... More →

Related Topics: Auditing, Operations, IRA

Promo URL: https://www.CUWebinars.com/Webinar/Details/407/?idAff=19

Traditional and Roth IRA's

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Friday, March 7th, 2014.

You have 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 credit union - or are you "on your own"? Because of their extreme complexity, IRAs are a very difficult produc... More →

Related Topics: Operations, IRA

Promo URL: https://www.CUWebinars.com/Webinar/Details/467/?idAff=19

IRA Update

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Monday, February 10th, 2014.

It's a new year and changes to IRAs are inevitable. Just when we get comfortable with the "old" rules, Congress throws us a curve. If you want to get updated on the most recent changes to IRAs, this 1 hour Webinar is for you.

Related Topics: Operations, IRA

Promo URL: https://www.CUWebinars.com/Webinar/Details/435/?idAff=19