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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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IRA Contributions
Explore the regulations that govern IRA contributions including traditional and Roth IRA contributions, rollovers, transfers, excess contributions, re-characterizations and conversions. Note: This course does not discuss employer Simplified Employee Pension (SEP) plan contributions to an employee's traditional IRA or employer Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) IRA plan contributions to an employee's SIMPLE IRA. You can learn more about these contributions in two other courses in this series, Simplified Employee Pension (SEP) Plans and SIMPLE IRA Basics. View the course descriptions on the following page.
90 Minutes
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IRA Distributions
Gain a better understanding of IRA distribution rules, beginning with basic IRA distribution information. Additional topics covered include distribution documentation and reporting, and the responsibilities of IRA owners and financial organizations serving as custodians or trustees. Note: This course examines distributions from traditional IRAs and Roth IRAs. The rules for Savings Incentive Match Plans for Employees of Small Employers (SIMPLE) IRA distributions essentially mirror the traditional IRA rules. Throughout the course, unless specifically noted, IRA means a traditional, Roth, or SIMPLE IRA.
120 Minutes
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Retirement Readiness for Credit Unions
This course discusses the importance of planning for retirement and provides an introduction to the retirement planning process.
30 Minutes
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Excess IRA Contributions
This course explains how excess IRA contributions occur, how they can be corrected before or after the applicable deadline (generally October 15 of the year following the contribution of those who file their returns by the due date, including any extensions), and the associated reporting and record keeping requirements.
60 Minutes
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IRA Required Minimum Distributions
Learn about required minimum distributions (RMDs) from traditional IRAs, SEPs and SIMPLE IRAs. Also, find out how to calculate RMD and satisfy RMD reporting responsibilities.
60 Minutes
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Retirement Planning and Saving
This course discusses the importance of planning for retirement and provides an introduction to the retirement planning process.
90 Minutes
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SIMPLE IRA Basics
Find out what a SIMPLE IRA plan is, and discover plan owners' and administrators' responsibilities and requirements.
90 Minutes
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Ways to Build Wealth
This lesson plan takes you through investment analysis, which encompasses methods used to determine an investment's value. This is important because it can prevent you from paying more for an investment than it is really worth. Investors analyze individual investments, the market as a whole, and the companies that issue investments; each of these approaches has its own name and methods. In addition to these approaches, you will learn about short-term and long-term investing, and how each works for different types of investors.
60 Minutes
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Education Savings Accounts/Coverdell Education Savings Account
Explore basic information about Education Savings Accounts, including rules for contributions and distributions.
60 Minutes
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IRA Beneficiary Options
Learn about the different IRA beneficiary rules, regulations and reporting requirements for traditional, SIMPLE and Roth IRAs. Note: This course presents aspects of federal law regarding death distributions to IRA beneficiaries. Individual states may have specific laws that affect IRA beneficiary distributions. Check with a tax or legal professional to see if your state has additional applicable laws.
90 Minutes