2025 IRA Basics Seminar - Cape Girardeau
This course is designed as a “very basic” IRA as it is
designed to build a great solid IRA foundation. The
seminar will start with the differences between a traditional
and a Roth IRA and then discuss how to set up a new
IRA and the eligibility rules to contribute to an IRA. The
biggest topic for new people to discuss is the moving
of money from one financial institution to another. This
involves IRA transfers and rollovers, plus the direct rollovers
from a qualified plan. Discussion will go through the 13
exceptions to taking money out of an IRA before age 59.5
to avoid the penalty tax and how RMD is calculated in a
traditional IRA. There will be an introduction into death
distributions. Finally, faculty will cover how to take money
out of a Roth IRA.
Registration
Online registration not available.