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IRA Basics Seminar

IRA Basics Seminar
This “Very Basic” IRA course is designed to build a solid foundation of the Traditional and Roth IRA rules. The seminar will start with the differences between a Traditional and a Roth IRA, and then go through the procedures on how a new IRA is established. Next, attendees will learn the eligibility and contribution rules for both Traditional and Roth IRAs. Once money has been contributed to an IRA, individuals have the option to move all or part of the IRA from one financial institution to another (e.g., IRA transfers and rollovers). In addition to the transfer and rollover discussion, attendees will learn how employer-sponsored retirement plan money (e.g., 401(k)) is moved to IRAs. A thorough overview of IRA distributions will be discussed, including the exceptions to the IRS 10% early distribution penalty tax for individuals taking distributions before age 59½ and how required minimum distributions (RMDs) are calculated from a traditional IRA. The program will conclude with a review the procedures for handling distributions to IRA beneficiaries.
When
4/21/2021
Where
VIRTUAL

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