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Wednesday, November 16, 2011
12:00 pm - 1:30 pm Pacific
1:00 pm - 2:30 pm Mountain
2:00 pm - 3:30 pm Central
3:00 pm - 4:30 pm Eastern
Meet the Presenter
Deborah L. Crawford, gettechnical inc
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Your member walks in and wants to open an IRA. Do you have that panicky feeling that you may not know enough to help them? It is not a good feeling. With tax season on the horizon, your members will begin asking important IRA questions.
Take the fear out of IRAs with this basic program. This webinar is designed to review all IRA fundamentals and bring your entire staff up-to-speed on the basics. It is important to understand the different products, how they can be moved, who qualifies (and when), and how distributions begin.
HIGHLIGHTS
- Traditional IRA eligibility requirements
- Roth IRA eligibility requirements
- Understanding transfers, rollovers, and qualified plan rollovers
- Premature distributions
- 70 ½ distributions
- Primary versus contingent beneficiaries
- Reporting basics
WHO SHOULD ATTEND?
This informative session will be useful for new IRA coordinators, member service representatives, tellers, trainers, branch managers, and all frontline employees who deal with IRA questions.
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