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Introduction to IRAs

Ascensus

Nov. 16, 2017

Recorded Online

Webcast

For those who are new to IRAs or need a refresher, this webinar provides the fundamentals of Traditional and Roth IRAs. It covers IRA contributions, distributions, and portability, including the rules associated with rollovers between employer-sponsored retirement plans and IRAs.

This course is a prerequisite for the Advanced IRA webinar.

Learning objectives:

  • Describe and list the tax benefits of an IRA
  • Recognize types of annual contributions
  • Explain contribution eligibility and the deadline to make an annual contribution
  • Identify the methods of moving assets between IRAs and between employer-sponsored retirement plans and IRAs
  • State the early distribution penalty tax exceptions

Continue by clicking on the following link:
http://www.cvent.com/events/webinars-2017/event-summary-98a85b40e9794d70ba664997585c98ef.aspx

 
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