IRA Fundamentals 2023 | Independent Community Bankers of America (ICBA) | 18 May 2023 | Webinar
Venue
Webinar
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| Event Date | Thu May 18 EDT (over 1 year ago) |
| Location | Webinar |
| Region | Americas |
Details
Prepare to build a foundation of the most common IRA transactions and rules. Learn the fundamentals of Traditional and Roth IRAs from contributions and distributions to portability—including the rules associated with rollovers between employer plans and IRAs.
Who Should Attend:
• Branch Managers
• Assistant Branch Managers
• Bankers
• Universal Bankers
• Operations Personnel
• IRA Specialists
Speakers
2023 Speakers
Ben Mass
Senior Training Consultant, Ascensus
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