Jump Start—An Introduction to IRAs

Get your staff up-to-speed quickly on the basics of traditional and Roth Individual Retirement Accounts (IRAs) with our “Jump Start—An Introduction to IRAs” on-demand webinar. This recorded, online webinar is a convenient way for employees to expand their knowledge of IRAs while building a solid foundation for future IRA learning, including our more advanced IRA live seminars.

Covered topics include:

Overview of traditional and Roth IRAs
Establishment procedures and required documents
Eligibility requirements and contribution guidelines
IRA distributions
Rollovers, direct rollovers and transfers

Register below for our 55-minute “Jump Start—An Introduction to IRAs” webinar. Cost is $219. Test your system before purchase.

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Jump Start—An Introduction to IRAs

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