Highly skilled Ascensus trainers, in partnership with Michigan Bankers Association, present an IRA workshop in Lansing, MI, covering advanced IRA topics.
Advanced IRAs builds on the attendees' basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle.
This is an advanced session; previous IRA knowledge is assumed.
The instructor uses real-world exercises to help participants apply information to job-related situations.
Course topics include:
- IRA update
- Required minimum distributions
- Beneficiary options
- Advanced portability
- ROTH IRA conversion contributions
- IRA challenge
Michigan Bankers Association Education Center
507 S. Grand Ave.
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