Loading...

Retirement Accounts 101

Course Description

Equip yourself with essential knowledge about retirement accounts to better assist your customers. This course covers the basics of Traditional & Roth IRAs. Learn how to explain the features, benefits, and tax implications of each account type, empowering your customers to make informed decisions for their retirement and education savings.

20 Minutes
Series: Financial Foundations
Roles: Retail Bankers, New Employees, Bank Management

Request more info

An investment in your employees is an investment in the health of your financial institution.

Let us create a unique online training program for you. Fill out the form to be contacted by a Sales Representative.

How can we reach you?