2022 IRA Basics Virtual Seminar Recording

Member: $530
Non-Member: $730

Speaker: Debbie Crawford, gettechnical, inc

This recording is from a 1-day instructor led program held on October 19th via Zoom. Recordings are 4 MP4 links. Electronic materials will be sent as well.

The IRA Basics seminar is designed for those new to IRAs or a great review for those who have been in the business a while. It addresses the purpose of IRAs, the role IRAs play in a customer’s retirement strategy and all types of IRAs and their eligibility requirements. This great seminar includes information on a few distributions, including death distributions. Seminar attendees will leave with less apprehension about their responsibilities and compliance issues for opening IRAs at the financial institution.  

Topics include:

  • What’s new with IRAs
  • Overview of IRAs
  • Traditional IRAs
  • Roth IRAs
  • Qualified Retirement Plan Rollover
  • Simplified Employee Pension Plan
  • Moving and changing IRAs
  • Coverdell Education Savings Accounts
  • Basics on premature distributions
  • Basics on required minimum distributions
10/19/2022 - 4/19/2023

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