Traditional & Roth IRA Part 1: Eligibility, Contributions, Rollovers & Transfers

On-Demand Webinar:
StreamedSep 13, 2022Duration90 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
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Traditional and Roth IRAs are extremely popular methods to save for retirement.

This two-part series will cover everything you need to know, with Part 1 focusing on eligibility, contributions, rollovers, and transfer rules.  Learn the concepts that impact accountholders and institutions most.  Don’t miss these highly informative programs.

  • Distinguish traditional and Roth IRA eligibility requirements
  • Examine IRA contributions rules and limits
  • Understand when traditional IRA contributions are tax deductible
  • Discuss the differences between IRA rollovers and IRA transfers
  • Explore the concept of employer plan-to-IRA rollovers
  • Employ several quick reference charts that will be included


Whether you are new to the IRA world or looking for an informative comprehensive update or refresher on traditional and Roth IRA rules, this session is for you. Join us for a lively, well-paced program on IRA plan eligibility, contributions, rollovers, and transfer rules. Part 1 of this two-part series will explore the concepts that have the greatest impact on IRA owners and financial organizations. For a more complete training experience, join us again on October 18th for Part 2: Distributions, Taxation, Withholding & Penalties.


This session will provide valuable information for individuals who deal face-to-face with IRA owners and will provide an excellent opportunity for staff training.  It will benefit individuals who have IRA operational, supervisory, or managerial responsibilities, as well as licensed insurance agents and registered representatives.


  • 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.


"The IRA webinar was very helpful to get basic of IRAs, contributions, distributions, transfers, etc. and the speaker was very knowledgeable."
- Dawn, Maple Federal Credit Union

"Very informative and broken down to easily understand. Appreciate your patience and knowledge of the subject."
- Wallis, Winston Salem Federal Credit Union

Presented By

Frank J. LaLoggiaFrank LaLoggia
LaLoggia Consulting, Inc