Fri Jan 7 CST (in about 1 month)
In your timezone (EST): Fri Jan 7 2:00pm - Fri Jan 7 3:00pm
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.