IRA Products: Traditional & Roth

Although that is a question with no single direct answer, the more you know, the more you can educate your IRA prospects and current owners as they seek to diversify their retirement savings. Traditional and Roth IRAs are very different. Even though the steps you take to open them, accept contributions into them, process distributions out of them, and more, feel similar, IRA owner education, written and verbal communication, and more, have very different rings. This webinar will help you confidently differentiate between the two IRA types, from both processing and communication standpoints.