GSB – IRA Fundamentals
This course is a must if you are new to IRAs to help build a foundation of the most common IRA transactions and rules. Learn the fundamentals of Traditional and Roth IRAs from contributions and distributions to portability — including the rules associated with rollovers between employer plans and IRAs. For a deeper dive into IRAs, see IRA Advanced.
Registration Option: Live presentation $275
Recording available through January 4, 2024