Online Event

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Event Date Tue Dec 7 CST - Thu Dec 9 CST (1 day ago)
In your timezone (EST): Tue Dec 7 10:00am - Thu Dec 9 1:00pm
Location Online Event
Region Americas

IRA Essentials gives attendees a solid foundation of IRA knowledge. Real case problems and examples are included throughout the day to help participants apply information to job-related situations. Attendees will leave this session able to work with IRA holders and process basic IRA transactions with confidence. The course is for all new IRA staff, people who are in a backup position, or an IRA support person wanting to stay current. This is also a great review course for those who have been away from IRAs for a couple of years. This course goes in a logical order from opening an IRA, to talking about contribution rules, then on to distribution rules and regulations, which includes RMDs and death distributions. The course will also address moving money as a transfer or rollover.