Member: $ 530
Non-Member: $ 730
Speaker: Debbie Crawford, gettechnical, inc
This recording is from a 1-day instructor led program held on January 26th via Zoom. Recordings are 4 MP4 links. Electronic materials will be sent as well.
The IRA class is designed for those new to IRAs or a great review for those who have been in the business for a while. It addresses the purpose of IRAs, the role IRAs play in a customer’s retirement strategy and all the different types of IRAs and their eligibility requirements. This great seminar includes some 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:
- New! SECURE ACT 2.0 Changes - some effective in 2023
- Overview of IRAs
- Traditional IRAs
- Roth IRAs
- Simplified Employee Pension Plan
- SIMPLES
- Moving and Changing IRAs
- Qualified Retirement Plan Rollover
- Premature Distributions
- 70 1/2 Distributions
- Inherited IRAs
- Compliance Issues and Reporting to the IRS
- Coverdell Education Savings Accounts