On the first day of this 2-day Live Stream training, we will build the foundation for IRA information including reviewing the most common-used terminology and the required forms for opening, closing and moving IRAs - including the different types of beneficiary designations. Then we will cover the IRA plan types and their rules and regulations for a Traditional IRA, Roth IRA, and Simplified Employee Pension Plan (SEP IRA).
Who Should Attend
Anyone newly involved in IRAs as well as knowledgeable IRA personnel who need a review of the changes for the IRA products. The Cost of Living Adjustment for 2022 contributions will be included in the training. Attending both days gives you a comprehensive understanding of the basic and advanced issues of IRAs.