Traditional & Roth IRAs Part A: Eligibility, Contributions, Rollovers & Transfers
On-Demand Webinar
StreamedSep 19, 2023Duration90 minutes
- Unlimited & shareable access starting two business days after live stream
- Available on desktop, mobile & tablet devices 24/7
- Take-away toolkit
- Ability to download webinar video
- Presenter's contact info for questions
Traditional and Roth IRA plan rules will be the subject of this lively, well-paced program.
If you
are new to the world of IRAs or needing a comprehensive update or refresher,
this information will be beneficial, timely, and informative.
AFTER
THIS WEBINAR YOU’LL BE ABLE TO:
- Learn traditional and Roth IRA eligibility requirements
- Examine IRA contributions rules and limits
- Understand when traditional IRA contributions are tax deductible
- Discuss the differences between IRA rollovers and IRA transfers
- Explore the concept of employer plan-to-IRA rollovers
- Use several quick reference charts that will be included for your future reference
WEBINAR DETAILS
Whether you are new to
the IRA world or looking for an informative refresher on traditional and Roth
IRA rules, this session is for you. Join us to explore IRA plan eligibility,
contribution, rollover, and transfer rules, and learn how they impact IRA
owners as well as financial organizations. For a more complete training
experience, join us again on October 4th for Traditional &
Roth IRAs Part B: Distributions, Taxation, Withholding & Penalties.
WHO SHOULD ATTEND?
This session will provide
valuable information for individuals who deal face-to-face with IRA owners and
will be an excellent opportunity for staff training. It will provide important
information to individuals who have IRA operational, supervisory, or managerial
responsibilities. Licensed insurance agents and registered representatives will
also benefit.
TAKE-AWAY TOOLKIT
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
NOTE: All materials are subject to copyright. Transmission, retransmission,
or republishing of any webinar to other institutions or those not employed by
your institution is prohibited. Print materials may be copied for eligible
participants only.
Presented By
LaLoggia Consulting, Inc.
This Webinar Appears In
© 2023 FINANCIAL EDUCATION & DEVELOPMENT, INC