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Introduction to IRAs
Self-paced online course - ABA eLearning (length:30 minutes)
Price: $95 members; $130 non-members
Print Registration Form Enroll
Online
This course is also
available at discounted prices under an annual license. Call or email
for details.
Course Description:
Introduction to IRAs provides key concepts about basic IRA
product features and benefits, and contribution and distribution
requirements. The course discusses: Traditional, Rollover, Roth IRAs,
new conversion rules, Simplified Employee Pension Plans and SIMPLE
Retirement Accounts, as well as IRA tax benefits and penalty calculations.
Students will gain a greater understanding of how IRAs work, which will
enhance their ability to increase IRA sales and improve customer service.
Audience: Any bank
personnel including tellers, new accounts representatives, personal bankers,
platform assistants, and branch managers who require a basic understanding
of Individual Retirement Accounts.
Learning Objectives:
After completing this course,
students will be able to:
- Discuss Individual Retirement
Accounts, including contribution rules
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- Discuss Roth IRAs, including
contribution rules
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- Discuss rollover IRAs, including
contribution rules
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- Discuss simplified employee pension
plans, including contribution rules
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- Discuss SIMPLE retirement accounts,
including contribution rules
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For further information,
please call Elisa Legg at
212-297-1679 or elegg@nyba.com.
The New York Bankers Association is a Local ABA Training Provider.
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