EVENT:
IRA Essentials (Session Code: 419)
This IRA Essentials telephone program is designed for those new to IRAs and is a great review for those who have been in the business for a while. It addresses the purpose of IRAs, the role IRAs play in a member’s retirement strategy and different types of IRAs and their eligibility requirements. This seminar includes some information on distributions and death distributions. Seminar attendees will leave with less apprehension about their responsibilities and compliance issues for opening IRAs at their credit union.
What you will learn:
· Product review
· Rollovers and Transfers
· Basics on Premature Distributions
· Basics on 70 ½ Distributions
· Inherited IRAs
· Compliance
· Reporting
Illinois Pricing:
Affiliate: $ 169.00
Non-Affiliate: $338.00
Out of State Pricing:
Regular: $ 175.00
Contact: Mary Jaros (Illinois Credit Union League)
Phone: 630-983-3466
Fax: 630-983-3212
Email: mary.jaros@ilcusys.org