IRA Institute

Ascensus

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