Traditional & Roth IRAs Part A: Eligibility, Contributions, Rollovers & Transfers

Date:

Sep 18, 2024

Register

Live Webinar: 90 Minutes

Part A of this two-part series will cover eligibility, contributions, rollovers, and transfers. Whether you are new to IRA plans or a seasoned veteran, this lively, well-paced webinar will provide valuable information for individuals who deal face-to-face with IRA owners.

Whether you are new to the IRA world or looking for an informative refresher on traditional and Roth IRA rules, this session is for you. Join us to explore IRA plan eligibility, contribution, rollover, and transfer rules, and how they impact IRA owners as well as financial organizations. The new 529 College Savings Plan-to-Roth IRA rollover rule will also be covered.

For a more complete training experience, join us again on October 15th for Traditional & Roth IRAs Part B: Distributions, Taxation, Withholding & Penalties.

Agenda

September 18th, 2024
Webinar begins - 11:00 AM EST

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Understand traditional and Roth IRA eligibility requirements
  • Know IRA contribution rules and limits
  • Recognize when traditional IRA contributions are tax deductible
  • Discuss the differences between IRA rollovers and IRA transfers
  • Explain the concept of employer plan-to-IRA rollovers
Topics

TAKE-AWAY TOOLKIT:

  • Quick reference charts
  • Link to IRS Publication 590-A: Contributions to Individual Retirement Arrangements (IRAs)
  • Employee training log
  • Interactive quiz
  • PDF of slides and speaker’s contact info for follow-up questions
  • Attendance certificate provided to self-report CE credits
Speaker(s)

Frank LaLoggia
LALOGGIA CONSULTING, INC.

Additional Information

WHO SHOULD ATTEND?

This timely session will benefit staff who deal with IRA owners, IRA operational professionals, and individuals with supervisory or managerial responsibilities. Licensed insurance agents and registered representatives will also benefit.

Fees

Live : $510.00
OnDemand: $510.00
Live + OnDemand: $750.00

Association Contact

AyZha Hazelwood, Education Meeting Coordinator
Ahazelwood@indiana.bank
317-387-9380