New to IRAs? Prepare to build a foundation of the most common IRA transactions and rules. Learn the fundamentals of Traditional and Roth IRAs from contributions and distributions to portability—including the rules associated with rollovers between employer plans and IRAs.
Gain essential knowledge of common IRA transactions and rules.
Learn about contributions and distributions of Traditional and Roth IRAs.
Learn the rules associated with rollovers.
ICBA Members: $199
Unlimited Webinar Pass subscription: $0
For more information, call 800-422-7285.
Who should attend: Branch Managers, Assistant Branch Managers, Bankers, Universal Bankers, Operations Personnel, IRA Specialists
Advanced Preparation: None
Program Level: Intermediate
Field of Study: Specialized Knowledge
Delivery Method: Group Internet Based
CPE Credit Hours: 1
Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA aims to be welcoming, safe, and inclusive to all participants, with the most varied and diverse backgrounds possible.
As such, The Independent Community Bankers of America (“ICBA” or the “Association”) has adopted a zero-tolerance policy toward all forms of unlawful discrimination and harassment.