Traditional & Roth IRAs Part A: Eligibility, Contributions, Rollovers & Transfers

September 18, 2024

Compliance Frontline & New Accounts Human Resources IRA Operations

Live Webinar:

DateSep 18, 2024Duration90 minutes

12:00 PM PDT01:00 PM MDT

02:00 PM CDT03:00 PM EDT

Unlimited connections for your institution
Available on desktop, mobile & tablet
Take-away toolkit
Presenter’s contact info for questions

On-Demand Webinar:

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

What’s the depth of your knowledge regarding traditional and Roth IRA plans?

Part A of this two-part series will cover eligibility, contributions, rollovers, and transfers. Whether you are new to IRA plans or a seasoned veteran, this lively, well-paced webinar will provide valuable information for individuals who deal face-to-face with IRA owners.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

Understand traditional and Roth IRA eligibility requirements
Know IRA contribution rules and limits
Recognize when traditional IRA contributions are tax deductible
Discuss the differences between IRA rollovers and IRA transfers
Explain the concept of employer plan-to-IRA rollovers

WEBINAR DETAILS

Whether you are new to the IRA world or looking for an informative refresher on traditional and Roth IRA rules, this session is for you. Join us to explore IRA plan eligibility, contribution, rollover, and transfer rules, and how they impact IRA owners as well as financial organizations. The new 529 College Savings Plan-to-Roth IRA rollover rule will also be covered.

For a more complete training experience, join us again on October 15^th for Traditional & Roth IRAs Part B: Distributions, Taxation, Withholding & Penalties.

WHO SHOULD ATTEND?

This timely session will benefit staff who deal with IRA owners, IRA operational professionals, and individuals with supervisory or managerial responsibilities. Licensed insurance agents and registered representatives will also benefit.

TAKE-AWAY TOOLKIT

Quick reference charts
Link to IRS Publication 590-A: Contributions to Individual Retirement Arrangements (IRAs)
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 institution is prohibited. Print materials may be copied for eligible participants only.

Presented By

Frank LaLoggia