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and Podcasts
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IRA Institute

Ascensus

Aug. 31, 2026 - Nov. 22, 2026
Webinar

What You Will Learn
After successfully completing IRA Institute, you will be able to do the following.

  • Establish and administer Traditional and Roth IRAs
  • Understand the rules for SEP and SIMPLE IRA plans
  • Describe the contribution eligibility requirements
  • Process IRA distributions, transfers, and rollovers
  • Understand beneficiary options and process these transactions
  • Process tax reporting to the IRS and IRA owners
  • Mitigate risk by reducing errors and penalties


Course Topics

  • Establishment and amendments
  • Prohibited transactions
  • Contributions
  • Transfers and rollovers
  • Conversions and recharacterizations
  • Excess contributions
  • IRA distributions and withholding
  • Required minimum distributions
  • Beneficiary distributions
  • Reporting
  • Handling legal issues
  • SEP and SIMPLE IRA plans

More Information, How to Register