Establishing & Amending IRAs webinar 2020 | Credit Union National Association (CUNA) | 7 January 2020 |
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date |
Tue Jan 7 CST (almost 5 years ago)
In your timezone (EST): Tue Jan 7 7:00pm - Tue Jan 7 8:00pm |
| Region | Americas |
Details
To avoid IRS penalties, credit unions must use the correct IRA opening documents and those documents must be current. They also must be aware of any changes to the rules and regulations contained in these documents. This webinar provides information on how to properly establish Traditional and Roth IRAs, as well as how to amend IRAs to ensure they are kept up to date.
Who Should Attend?
This webinar is beneficial for past attendees of the CUNA IRA eSchool, IRA Web Series, frontline staff/tellers/MSRs, managers, finance & anyone else who answers questions regarding IRAs.