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Traditional & Roth IRA Part 1: Eligibility, Contributions, Rollovers & Transfers

Sep 13 2:00 PM - Sep 13, 2022 3:30 PM
Sep 13, 2022 2:00 PM - 3:30 PM
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Traditional and Roth IRAs are extremely popular methods to save for retirement. This two part series will cover everything you need to know, with Part 1 focusing on eligibility, contributions, rollovers, and transfer rules. Learn the concepts that impact accountholders and institutions most. Don’t miss these highly informative programs.

Learning Objectives

  • Distinguish traditional and Roth IRA eligibility requirements
  • Examine IRA contributions rules and limits
  • Understand when traditional IRA contributions are tax deductible
  • Discuss the differences between IRA rollovers and IRA transfers
  • Explore the concept of employer plan-to-IRA rollovers
  • Employ several quick reference charts that will be included

Whether you are new to the IRA world or looking for an informative comprehensive update or refresher on traditional and Roth IRA rules, this session is for you. Join us for a lively, well-paced program on IRA plan eligibility, contributions, rollovers, and transfer rules. Part 1 of this two-part series will explore the concepts that have the greatest impact on IRA owners and financial organizations. For a more complete training experience, join us again on October 18th for Part 2: Distributions, Taxation, Withholding &Penalties.

Agenda

Speakers

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.

Location

Fees

$259.00 

Your registration includes unlimited locations, making it easier to share and learn with remote staff.

Please note: You may share the link with others at your credit union, however the confirmation will be sent to one primary contact at your credit union. It will be up to the primary contact to share the material with others.

Additional Info

Event Type

On-Demand Webinar

Topics Covered

  • On-Demand Webinars
  • Operations
  • Compliance