IRA Essentials give attendees a solid foundation of IRA knowledge. Exercise are included throughout the day to help participants apply information to job-related situations. Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence.
This is a beginners's session; no previous IRA knowledge is assumed. Attendees should bring a hand-held calculator.
Course topics include:
- Introduction and establishing IRAs
- IRA funding
- IRA distribution
- IRA portability
Attend this seminar if you:
- Need to learn the basics of Traditional and ROTH IRAs
- Want an updated, general refresher on IRA rules
Cornhusker Marriott Hotel
333 S 13th St
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