IRA Basics: An Interactive Workshop
In this two-hour interactive workshop, you will learn what forms to use for which type of plan, as well as what box to check for the current transactions. The first hour will be basic information about the forms in general and the IRA plan types. After that, the class will be broken into several virtual break-out sessions, and you will be given some scenarios and exercises to complete.
The instructor will virtually enter each group to check on the progress and answer any questions. After the examples are completed, we will join together and go over the answers to the scenarios.
We will be using generic form examples in the presentation. It is highly recommended you have your own forms available for the workshop break-out sessions in order to customize them to your financial institution including:
- Applications for Traditional, Roth, Inherited Traditional, and Inherited Roth IRAs
- Contribution Forms
- Distribution Forms
- Rollover Review or Certification forms
- Direct Rollover vs. Transfer Request Form
- Beneficiary Election Forms
