Traditional & Roth IRAs Part A: Eligibility, Contributions, Rollovers & Transfers
September 19, 2023
Live Webinar
DateSep 19, 2023Duration90 minutes
08:00 AM PDT09:00 AM MDT
10:00 AM CDT11:00 AM EDT
- Unlimited connections for your institution
- Available on desktop, mobile & tablet
- Take-away toolkit
- Presenter’s contact info for questions
On-Demand Webinar
- 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
Further details will be available 45 days prior to the webinar date.
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 agency is prohibited. Print materials may be copied for eligible participants only.
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.
Presented By
LaLoggia Consulting, Inc.
This Webinar Appears In
© 2023 FINANCIAL EDUCATION & DEVELOPMENT, INC