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There are so many necessary steps and procedures that make establishing IRAs seem like a daunting task, but it doesn’t have to be. In this webinar, the discussion will touch on tax advantages, eligibility requirements, required documents, contribution limits, and the contribution deadline for traditional and Roth IRAs.
For those who are new to the world of IRAs to those who are seasoned veterans, this webinar will cover the basic requirements for establishing and funding IRAs. Credit union professionals of all levels will walk away from this webinar with the understanding of compliant processes. Webinar attendees will also receive a 15-page participant guide with practical tips for IRA operations.
-Define the purpose and tax advantages of traditional and Roth IRAs
-Identify the IRA contribution eligibility requirements
-Outline the process of establishing an IRA
-State the IRA contribution limit and deadline
-Discuss the process for documenting a contribution