IRA Products

This basic IRA webinar is designed for those new to IRAs or is a great review for those who have been in the business for a while. It addresses the purpose of IRAs, the role IRAs play in an account holder's retirement strategy and a review of the 4 different types of IRAs and their eligibility requirements. Learn the tax implications that the account holder faces and what our responsibility as the custodian of the IRA entails. 

Covered Topics:

  • Review of the Traditional IRA
  • Review of the Roth IRA
  • Review of the Simplified Employee Pension Plan IRA
  • Review of the SIMPLE IRA
  • Learn on each product type listed above:
    • Eligibility/deductibility  
    • Tax due date
    • Contribution limits
    • Compensation limits
    • Tax implication 
    • Reporting to the IRS and to the accountholder

Who Should Attend?

This webinar will benefit all IRA administrators, personal bankers, trust offers, customer/member service representatives and those selling or discussing these products with their customers or members.