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IRAs: From the Ground Up

Friday, February 08, 2019

11:30 am - 1:30 pm PT

12:30 pm - 2:30 pm MT

1:30 pm - 3:30 pm CT

2:30 pm - 4:30 pm ET

Length:
2 Hours
Price:
$255
Sponsor:
BOL Learning Connect
Contact:
Carin Eisenhauer mailto:carin@bankersonline.com +1 (888) 229-8872

There is value added to every area of the bank when you know IRAs. Maybe you work in a branch or wealth management. Either way, you need to know how to talk IRAs. Your bank may be missing big opportunities if IRA staff don’t know what a SEP is when talking to a doctor, or how to move millions into a 401(k) or how to convert to a tax-free earnings Roth IRA. It is not hard to do, but it is important to understand the fundamentals. This is the IRA program for every staff member of your bank. Learn to love and appreciate the great products at your fingertips.

You will receive an electronic copy of the IRA Handbook which is over 500+ pages

Program Highlights:

  • The four IRA products
  • IRA to IRA rollovers
  • IRA to IRA transfers
  • Qualified plan rollovers
  • Premature distribution exceptions
  • 70 ½ distribution basics
  • Inherited IRAs
  • Reporting to the IRS

Who Should Attend

IRA administrators, new accounts, personal bankers, branch administration, deposit operations, CIP managers, BSA officers, training and business development personnel

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