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

This webinar will discuss the basics, including the requirements to open an IRA, contribution eligibility and limits, and how money can move between IRAs and other plans. IRAs have to be opened properly or be vulnerable to fines. Owners need to adhere to the maximum contribution rules or be subject to penalties. IRA owners also have unprecedented ability to move funds between tax-sheltered plans but may look to you to learn the most efficient ways of doing so. Are you ready? This nuts-and-bolts discussion will introduce relevant IRA terminology and jargon, help you recognize key transactional red flags, address common (avoidable) mistakes, and convey working know-how for common IRA transactions.

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.