IRA Overview: Traditional, Roth & SEP Plans

Frontline & New Accounts IRA & HSA

On-Demand Webinar:

StreamedNov 30, 2021Duration90 minutes

Unlimited & shareable access starting two business days after live stream
Available on desktop, mobile & tablet devices 24/7
Take-away toolkit
Ability to download webinar video
Presenter's contact info for questions

See Registration Options

Learn about the rules governing traditional IRA, Roth IRA, and SEP plans.

Plan to attend this lively program to learn about the rules governing traditional IRA, Roth IRA, and SEP plans. If you are new to the world of IRA plans or are looking for a general update/refresher on IRA or SEP plan rules, this well-timed webinar is the ticket to implementing best practices.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

Identify traditional and Roth IRA eligibility requirements
Examine IRA contributions limits
Review IRA distribution rules and requirements, including qualified, tax-free Roth IRA distributions
Distinguish between IRA rollovers and IRA transfers
Follow the requirements for establishing and contributing to SEP plans
Use several quick reference charts that will be provided for future reference

WEBINAR DETAILS

Whether you are relatively new to the IRA world or looking for an informative refresher on traditional and Roth IRA rules, this session is for you. From plan eligibility and contribution rules to portability and plan distribution rules, we will explore the fundamental concepts that will have the greatest impact on your IRA program. We will also explore the fundamental concepts of SEP plans (Simplified Employee Pension plans) and explain how easily SEP contributions may be made directly into existing traditional IRA accounts.

WHO SHOULD ATTEND?

This session will provide valuable information for staff who deal face-to-face with IRA owners or small business owners. The webinar will also benefit those with IRA operational, supervisory, or managerial responsibilities, as well as licensed insurance and registered representatives.

TAKE-AWAY TOOLKIT

Employee training log
Interactive quiz
PDF of slides and speaker’s contact info for follow-up questions
Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.