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IRA Basics

Recorded on January 12, 2017

The following topics will be discussed during this informative session:

  • Basic IRA Terminology
  • Forms required to open an IRA for a new customer versus those used to make a contribution for an existing customer (It is recommended you have a copy of your bank's IRA Application, Contribution form and Rollover Review/Certification form available to reference during the session.)
  • The differences between a Traditional IRA and a Roth IRA -
    • qualifications, contribution limits, earnings taxability,
    • new Traditional deductibility and Roth eligibility income phaseout limits.
  • Conversion Roth and its proper IRS reporting
  • Simplified Employee Pension Plans - SEP IRAs
Webinar Reviews: 

I liked how she explained the things that we are not required to do with respect to taxes. I know that our customers would definitely come to me with those concerns so I am glad to have answers for them. - kroby1

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