IRA Series: Traditional & Roth IRAs Part A: Eligibility, Contributions, Rollovers & Transfers
On-Demand Webinar
StreamedSep 18, 2025Duration90 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
IRAs are an important service, but they require specialized knowledge.
This informative, practical
program will address many aspects of IRAs, including terminology, red flags,
missteps to avoid, and more. Attend this webinar to ensure you can answer
accountholder questions and handle IRAs compliantly.
AFTER THIS
WEBINAR YOU’LL BE ABLE TO:
- List the eligibility requirements for Traditional and Roth IRAs
- Name the documents required for opening an IRA
- Recall the current year IRA contribution limit
- State the penalty for excess IRA contributions
- Describe an IRA-to-IRA transfer
- Define an IRA-to-IRA rollover
- Describe an employer-sponsored retirement plan-to-IRA rollover
- Recognize areas of vulnerability when processing transfers and rollovers
WEBINAR DETAILS
The IRA rules aren't difficult to apply, but they
are "fussy." This webinar will discuss the basics, including the
requirements to open an IRA, contribution eligibility and limits, and how money
can move between IRAs and other plans. IRAs have to be opened properly or be
vulnerable to fines. Owners need to adhere to the maximum contribution rules or
be subject to penalties. IRA owners also have the unprecedented ability to move
funds between tax-sheltered plans but may look to you to learn the most
efficient ways of doing so. Are you ready? This nuts-and-bolts program will
introduce relevant IRA terminology and jargon, help you recognize key
transactional red flags, address common (avoidable) mistakes, and convey
working know-how for common IRA transactions.
WHO SHOULD ATTEND?
This informative session
is designed for those directly interfacing with accountholders at the point of
opening an IRA, contributing to an IRA, or hoping to move IRA funds into, or
out of, your financial organization. It is also well-suited for those who are
“checking” transaction paperwork in the back office and serving in compliance
and approval capacities.
TAKE-AWAY TOOLKIT
- Job aids for:
- Accepting regular and spousal contributions
- Establishing an IRA
- Accepting employer plan rollovers
- Web link to comprehensive COLA resources (contribution, deductibility, MAGI limits, and more)
- 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
Presented By

Convergent Retirement Plan Solutions, LLC
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