What’s the depth of your knowledge regarding traditional and Roth IRA plans? Part A of this two-part series will cover eligibility, contributions, rollovers, and transfers. Whether you are new to IRA plans or a seasoned veteran, this lively, well-paced webinar will provide valuable information for individuals who deal face-to-face with IRA owners. Whether you are new to the IRA world or looking for an informative refresher on traditional and Roth IRA rules, this session is for you. Join us to explore IRA plan eligibility, contribution, rollover, and transfer rules, and how they impact IRA owners as well as financial organizations. The new 529 College Savings Plan-to-Roth IRA rollover rule will also be covered. For a more complete training experience, join us again on October 15
th for
Traditional & Roth IRAs Part B: Distributions, Taxation, Withholding & Penalties.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- Understand traditional and Roth IRA eligibility requirements
- Know IRA contribution rules and limits
- Recognize when traditional IRA contributions are tax deductible
- Discuss the differences between IRA rollovers and IRA transfers
- Explain the concept of employer plan-to-IRA rollovers
TAKE-AWAY TOOLKIT
- Quick reference charts
- Link to IRS Publication 590-A: Contributions to Individual Retirement Arrangements (IRAs)
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
WHO SHOULD ATTEND?
This timely session will benefit staff who deal with IRA owners, IRA operational professionals, and individuals with supervisory or managerial responsibilities. Licensed insurance agents and registered representatives will also benefit.
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.
MEET THE PRESENTER
Frank J. LaLoggia, LaLoggia Consulting, Inc.
Frank LaLoggia is the President of LaLoggia Consulting, Inc., a pension consulting firm that assists financial organizations with ongoing support in the creation, development, and marketing of their retirement plans offerings. Frank coordinates and conducts pension seminars and training programs throughout the United States, including in-house IRA, HSA, and employer retirement plan training. With over 40 years of experience, he has assisted many leading financial organizations in the pension and financial services industries.
THREE REGISTRATION OPTIONS – WHAT YOU GET
1. LIVE WEBINAR
- Unlimited live connections with shareable access within your institution
- Available to view on desktop, mobile & tablet devices
- Take-away toolkit
- Live Q&A session & the presenter's contact info for follow-up questions
- Access the webinar training from your User Portal
2. ON-DEMAND WEBINAR
- Unlimited and shareable access to the recording within your institution,
starting two business days after the live date
- Available to view 24/7 on desktop, mobile & tablet devices
- Take-away toolkit
- Ability to download the webinar video and toolkit items
- Presenter's contact info for follow-up questions
- Access the webinar training from your User Portal
3. BUNDLE & SAVE
- Save when you Bundle the Live + On-Demand Webinar Registration
- Includes all the items listed above
- Full registration descriptions can be found here
