Opening & Amending IRAs 2022 | Credit Union National Association (CUNA) | 7 January 2022 | Webinar
Venue
Webinar
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| Event Date |
Fri Jan 7 CST (almost 3 years ago)
In your timezone (EST): Fri Jan 7 2:00pm - Fri Jan 7 3:00pm |
| Location | Webinar |
| 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 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 is beneficial for frontline staff/tellers/MSRs, managers, finance and anyone else who answers questions regarding IRAs.
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