IRA Overview: Traditional, Roth & SEP Plans
Whether you are relatively new to the IRA world or looking for an informative refresher on traditional and Roth IRA rules, this session is for you. From plan eligibility and contribution rules to portability and plan distribution rules, we will explore the fundamental concepts that will have the greatest impact on your IRA program. We will also explore the fundamental concepts of SEP plans (Simplified Employee Pension plans) and explain how easily SEP contributions may be made directly into existing traditional IRA accounts.
Attendance certificate provided to self-report CE credits.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
Identify traditional and Roth IRA eligibility requirements
Examine IRA contributions limits
Review IRA distribution rules and requirements, including qualified, tax-free Roth IRA distributions
Distinguish between IRA rollovers and IRA transfers
Follow the requirements for establishing and contributing to SEP plans
Use several quick reference charts that will be provided for future reference
WHO SHOULD ATTEND?
This session will provide valuable information for staff who deal face-to-face with IRA owners or small business owners. The webinar will also benefit those with IRA operational, supervisory, or managerial responsibilities, as well as licensed insurance and registered representatives.
Employee training log
MEET THE PRESENTER
Frank J. LaLoggia, LaLoggia Consulting, Inc.
Frank LaLoggia is the President of LaLoggia Consulting, Inc., Rochester, New York, a pension consulting firm that assists financial organizations with ongoing support in the creation, development, and marketing of their retirement plans offerings.
Frank coordinates and conducts retirement plan seminars and training programs throughout the United States, including in-house IRA, HSA and employer retirement plan training sessions. With over 39 years’ experience in employee benefits, he has assisted many leading financial organizations in the pension and financial services industries. Frank has achieved the designation of Deferred Compensation Specialist through Northeastern University’s Center for Continuing Education and The National Retirement Plans Training Conference.
Live Webinar Access – $245
On-Demand Access + Digital Download _ $245
Both Live & On-Demand Access + Digital Download – $350