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Package Your Training

We understand our clients have unique business requirements, so we created flexible training packages to best meet the needs of your financial institution.

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  1. Health Savings Accounts (HSAs)

    During the HSA session, we will learn everything about the Health Savings Account. You will learn about eligibility, mechanics, paperwork, and reporting on this tax-deductible, tax-deferred product for high-deductible health plans.

    13 Minutes

    Series: IRA Talks

    Course Type: Online Self-Paced

  2. Coverdell Education Savings Account (CESA)

    Once called the Education IRA, this product is similar in its custodial format to the IRA. It is now a differently named product and accurately so since it is not for retirement but for education. Learn eligibility, mechanics, paperwork, and reporting in this session.

    11 Minutes

    Series: IRA Talks

    Course Type: Online Self-Paced

  3. IRA Summary

    During this program, we will do a quick recap of the IRA journey. This is a summary of what we have learned and will help bring together all the parts.

    10 Minutes

    Series: IRA Talks

    Course Type: Online Self-Paced

  4. 10 Common Errors on IRA

    Learn about the 10 common errors that financial institutions and their employees make on IRAs. You will learn how to keep these common errors out of your practices.

    11 Minutes

    Series: IRA Talks

    Course Type: Online Self-Paced

  5. Forms to Open & Close an IRA

    IRAs are highly documented accounts both at opening and closing. Learn to manage the paperwork of these accounts so that your institution is in compliance and your account holder’s IRS reporting comes out correctly.

    12 Minutes

    Series: IRA Talks

    Course Type: Online Self-Paced

  6. Excess Distributions

    Learn what causes an excess and how to correct that excess in an IRA. You will learn the mechanics of correcting excesses and the tax repercussions for the account holder.

    10 Minutes

    Series: IRA Talks

    Course Type: Online Self-Paced

  7. IRA Withholding

    With IRAs the account holder may choose to be responsible for his or her own taxes. Otherwise, we withhold and report the taxes to the IRS. Learn how to handle distributions that are taxable and what the financial institution’s responsibilities are on this issue.

    11 Minutes

    Series: IRA Talks

    Course Type: Online Self-Paced

  8. IRA Reporting 1099R & 5498

    Financial institutions report all contributions and distributions to the IRS. This session will go over the basics of information reporting on IRAs. Learn how to connect the paperwork, the reporting, and the system.

    14 Minutes

    Series: IRA Talks

    Course Type: Online Self-Paced

  9. Inherited IRAs – Non-Spouse

    During this session, we will focus on the non-spouse options for inheriting and distributing an IRA. You will learn what is a designated and an eligible designated beneficiary and information on the 10 year rule.

    15 Minutes

    Series: IRA Talks

    Course Type: Online Self-Paced

  10. Inherited IRAs – Spouse

    Many IRA beneficiaries are the spouses of the account holder. Once the account holder passes away, there are several options available for the spouse depending on the type of IRA and the spouse’s age. Learn what a spouse can and can’t do after death during this session.

    12 Minutes

    Series: IRA Talks

    Course Type: Online Self-Paced