string(4) "here"
Catalogs
Series
Roles
Accreditation
Course Format
Package

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.

View Packages
  1. Required Minimum Distributions (RMDs)

    Many types of IRAs have required minimum distributions at 73 and in the future at 75. These distributions are calculated and distributed every year from the financial institution to the account holder. Learn the mechanics of these distributions, the penalties, and the rules for handling RMDs from accounts.

    15 Minutes

    Series: IRA Talks

    Course Type: Online Self-Paced

  2. Premature Distributions

    If the account holder takes the funds out of his or her IRA Account before it’s the right age, he or she can be subject to IRS penalties. The good news though, there are many exceptions to the penalty. Learn about IRS penalties and all of the exceptions in this informative program.

    17 Minutes

    Series: IRA Talks

    Course Type: Online Self-Paced

  3. Conversions & Recharacterizations

    Two special movements of IRAs for two different purposes. The conversion is where our account holders change from a Traditional to a Roth. And the recharacterization is for correcting current year errors if the account holder put their funds in the wrong type of IRA. Learn the rules, the mechanics and IRS reporting during this informative session.

    14 Minutes

    Series: IRA Talks

    Course Type: Online Self-Paced

  4. QRP-to-IRA Rollovers

    A qualified retirement plan to IRA rollover is how our account holders move us their retirement plans when he or she separates from service. During this session you will learn about direct and indirect rollovers. You will learn the rules, mechanics, and IRS reporting on these products.

    13 Minutes

    Series: IRA Talks

    Course Type: Online Self-Paced

  5. Transfers

    A transfer, the second way to move an IRA is an easy alternative to the rollover. During this video, learn how handle transfers for account holders. The movement, the rules and the paperwork are all included in this training program.

    10 Minutes

    Series: IRA Talks

    Course Type: Online Self-Paced

  6. Rollovers

    A rollover is one of two ways to move an IRA. This session focuses on the mechanism, the reporting and the paperwork involved in this movement. Learn the basic rules for IRA-to-IRA rollovers.

    11 Minutes

    Series: IRA Talks

    Course Type: Online Self-Paced

  7. SIMPLE IRA

    Sometimes called a “baby 401k,” this is a salary deferral type of plan for a small business funded through IRAs. It’s easy and this program answers the eligibility, how-to set up and how to report these IRAs to the IRS. You will learn how to sell this IRA to small businesses.

    13 Minutes

    Series: IRA Talks

    Course Type: Online Self-Paced

  8. SEP IRA

    The SEP IRA is a type of IRA for businesses to fund their employees’ retirement into an Individual Retirement Accounts. It’s easy to do paperwork and huge numbers make it attractive for small business owners. This program answers the questions of who would want one of these plans, how the financial institution interacts with both the employer and employee and how to report this plan to the IRS.

    11 Minutes

    Series: IRA Talks

    Course Type: Online Self-Paced

  9. Roth IRA

    The Roth IRA program covers purpose, eligibility and IRA reporting and other compliance aspects of the 1998 Roth IRA named after Senator Roth. It will answer the questions of what an IRA is, who can have it and why the account holders might want this newer version of an IRA.

    14 Minutes

    Series: IRA Talks

    Course Type: Online Self-Paced

  10. Traditional IRA

    The Traditional IRA program covers purpose, eligibility, IRS reporting and other compliance aspects of the oldest IRA. It answers the questions of what an IRA is, who can have the IRA and why account holders might want this IRA type.

    14 Minutes

    Series: IRA Talks

    Course Type: Online Self-Paced