Tuesday
Nov 30
2021

IRA Overview: Traditional, Roth & SEP Plans

Registration Options & Pricing

Please select your membership status.


On-Demand Access Includes:

  • Unlimited Access to Webinar Recording
  • Can be viewed anytime 24/7, after release date
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your bank
  • Presenter’s contact info for follow-up
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This is a 90-minute webinar.

This is a morning webinar.

8:00 am – 9:30 am PT
9:00 am – 10:30 am MT
10:00 am – 11:30 am CT
11:00 am – 12:30 pm ET

Plan to attend this lively program to learn about the rules governing traditional IRA, Roth IRA, and SEP plans. If you are new to the world of IRA plans or are looking for a general update/refresher on IRA or SEP plan rules, this well-timed webinar is the ticket to implementing best practices.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Identify traditional and Roth IRA eligibility requirements
  • Examine IRA contributions limits
  • Review IRA distribution rules and requirements, including qualified, tax-free Roth IRA distributions
  • Distinguish between IRA rollovers and IRA transfers
  • Follow the requirements for establishing and contributing to SEP plans
  • Use several quick reference charts that will be provided for future reference

WEBINAR DETAILS

Whether you are relatively new to the IRA world or looking for an informative refresher on traditional and Roth IRA rules, this session is for you. From plan eligibility and contribution rules to portability and plan distribution rules, we will explore the fundamental concepts that will have the greatest impact on your IRA program. We will also explore the fundamental concepts of SEP plans (Simplified Employee Pension plans) and explain how easily SEP contributions may be made directly into existing traditional IRA accounts.

Attendance certificate provided to self-report CE credits.

WHO SHOULD ATTEND?

This session will provide valuable information for staff who deal face-to-face with IRA owners or small business owners. The webinar will also benefit those with IRA operational, supervisory, or managerial responsibilities, as well as licensed insurance and registered representatives.

TAKE-AWAY TOOLKIT

  • Employee training log
  • Interactive quiz

DON'T MISS THESE RELATED WEBINARS!

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NOTE:  All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.

MEET THE PRESENTER

LaLoggia Consulting, Inc.
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