Traditional & Roth IRA Part 1: Eligibility, Contributions, Rollovers, & Transfers

Traditional and Roth IRAs are extremely popular methods to save for retirement. This two-part series will cover everything you need to know, with Part 1 focusing on eligibility, contributions, rollovers, and transfer rules. Learn the concepts that impact accountholders and institutions most. Don’t miss these highly informative programs.

After This Webinar You’ll Be Able To:

  • Distinguish traditional and Roth IRA eligibility requirements
  • Examine IRA contributions rules and limits
  • Understand when traditional IRA contributions are tax deductible
  • Discuss the differences between IRA rollovers and IRA transfers
  • Explore the concept of employer plan-to-IRA rollovers
  • Employ several quick reference charts that will be included

Don’t miss out on part 2!

Webinar Details
Whether you are new to the IRA world or looking for an informative comprehensive update or refresher on traditional and Roth IRA rules, this session is for you. Join us for a lively, well-paced program on IRA plan eligibility, contributions, rollovers, and transfer rules. Part 1 of this two-part series will explore the concepts that have the greatest impact on IRA owners and financial organizations. For a more complete training experience, join us again on October 18th for Part 2: Distributions, Taxation, Withholding, & Penalties.

Who Should Attend?
This session will provide valuable information for individuals who deal face-to-face with IRA owners and will provide an excellent opportunity for staff training. It will benefit individuals who have IRA operational, supervisory, or managerial responsibilities, as well as licensed insurance agents and registered representatives.

Take-Away Toolkit

  • Employee training log
  • Interactive quiz
  • PDF of slides and speaker’s contact info for follow-up questions
  • Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your agency is prohibited. Print materials may be copied for eligible participants only.

Presenter Bio

Frank LaLoggia – LaLoggia Consulting, Inc.

Frank LaLoggia is the president of LaLoggia Consulting, Inc., Rochester, NY, a pension consulting firm that assists financial organizations with ongoing support in the creation, development, and marketing of their retirement plans offerings.

LaLoggia 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. LaLoggia has achieved the designation of Deferred Compensation Specialist through Northeastern University’s Center for Continuing Education and The National Retirement Plans Training Conference.

Registration Options

  • $245 – Live Webinar Access
  • $245 – OnDemand Access + Digital Download
  • $350 – Both Live & On-Demand Access + Digital Download
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Sep 13 2022


10:00 am - 11:30 am



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