May 24, 2013   
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Are You Comfortable with Your IRA Responsibilities?
Story ID: 2759  Print Friendly and PDF
Date Posted: January 28, 2013 


Are you comfortable with your IRA abilities? This seminar includes 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

This telecourse will be held on Thursday, February 7, 2013 10:00 a.m. – 12:00 p.m. CT   9:00 a.m. - 11:00 a.m. MT.

For more information or to register, click here.

Registration deadline is Thursday, January 31, 2013.