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IRA - Four Product Basics

 

IRA - Four Product Basics

 

PROGRAM OVERVIEW:

The Basic IRA seminar is designed for those new to IRA's or a great review for those who have been in the business for a while.  It addresses the purpose of IRA's, the role IRA's play in a customers' retirement strategy and all the different types of IRA's and their eligibility requirements.  This great seminar includes some information on distributions and death distributions.  Seminar attendees will leave with less apprehension about their responsibilities and compliance issues for opening IRA's at the financial institution.

WHAT YOU WILL LEARN:

  • Overview of IRA's
  • Traditional IRA
  • Roth IRA
  • Qualified Retirement Plan Rollovers
  • Simplified Employee Pension Plan
  • Moving and Changing IRA's
  • Education Savings Accounts
  • Basics on Premature Distributions
  • Basics on 70 ½  Distributions

WHO SHOULD ATTEND:

All IRA administrators, personal bankers, trust officers, customer service representatives, and those selling or discussing these products with their customers.