IRAs From Start to Finish – Part 1: Building the Foundation
To register for the full series, click here.
In part 1 of this 4 part series, you will gain a strong foothold by learning the basics of Individual Retirement Accounts. It will include a short review of the most common terminology and which forms are “required by law” to give to our customers and also retain in the financial institution’s records.
We will then discuss the qualifications for each type of retirement products, including the Traditional IRA, Roth IRA, Conversion Roth IRA, and SEP IRA. The purpose of this session is to build your comfort level with IRAs. It is also a great refresher for those with more experience.
What You’ll Learn
Who Should Attend
This level is recommended for IRA rookies who have 0-3 years of experience and wish a slower pace of learning to grasp the basics of IRAs. It is also a helpful tool for those who have previous experience with IRAs but may not be familiar with the latest changes.
