Traditional & Roth IRAs Part A: Eligibility, Contributions, Rollovers & Transfers
On-Demand Webinar:
StreamedSep 18, 2024Duration90 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
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 15th 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
LaLoggia Consulting, Inc.
© 2024 FINANCIAL EDUCATION & DEVELOPMENT, INC
