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IRA Seminar

Ascensus

Mar. 16, 2020 - Mar. 17, 2020
Texas

IRA Seminar in Houston / Katy, TX

IRA Essentials
IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises 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 beginner’s session; no previous IRA knowledge is assumed. Attendees should bring a hand-held calculator.

Course topics may include:

  • Introduction and Establishing IRAs
  • IRA Funding
  • IRA Distributions
  • IRA Portability

Advanced IRAs
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 may include:

  • IRA Update
  • Required Minimum Distributions
  • Beneficiary Options
  • Advanced Portability
  • Roth IRA Conversion Contributions
  • IRA Legal Issues

Location:
Holiday Inn Express & Suites Katy
21010 Katy Freeway
Katy, TX

Continue by clicking on the following link:
https://www2.ascensus.com/academy/ira-seminar-houston-katy-tx/

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