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IRA Essentials


Oct. 28, 2020
9:00 a.m - 4:00 p.m.

Our highly skilled Ascensus trainers, in partnership with Illinois Bankers Association, present IRA workshops in Oak Brook, IL, covering essential and advanced IRA topics.

This is a beginner’s session; no previous IRA knowledge is assumed. Exercises are included throughout the day to provide practical application to job-related situations. Attendees will return to the office being able to work with IRA owners and process basic IRA transactions with confidence.

Also, the long-awaited SECURE Act was signed into law on December 20, 2019. Most of the provisions affecting IRAs are in effect as of January 1, 2020 including huge changes to Beneficiary Payout Options. Everyone who has any contact with IRAs must know this important information ASAP to make sure old Beneficiary Options are not used for IRA owners who died beginning in 2020.


  • Introduction to IRAs
  • Establishing an IRA
  • IRA Funding
  • IRA Distributions
  • IRA Portability
  • Secure Act of 2020

At the conclusion of this seminar, participants should have a better understanding of:

  • The process for establishing an IRA and the required documents
  • The benefits and tax differences of Traditional and Roth IRAs
  • Traditional and Roth IRA eligibility requirements, contribution limits, and deadlines
  • The possible taxes on IRA distributions and tax withholding requirements
  • IRS penalties and their exceptions
  • The differences between rollovers and transfers between IRAs and employer-sponsored retirement plans
  • Traditional and Roth IRA reporting requirements

Lewis University
1111 West 22nd Street, Suite 700
Oak Brook, IL

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