
IRA Talks

Recommended for:
- Compliance - Internal Audit
- Retail
Series Description
IRA Accounts Talks is a series of conversations about IRAs topics for the deposit area. This series purpose is to create unique short educational programs for both professional development and increasing technical expertise of our frontline staff. It is a more casual approach to learning fundamentals about IRA products, movements, distributions, compliance, and other important topics. Designed for weekly or monthly meetings, orientation or ongoing development of your IRA Coordinators and branch staff, these Talks are a new approach which will complement and enhance your already developed IRA training programs. These videos are also good basic training for officers and managers.
Included Courses
- Health Savings Accounts (HSAs) (13m)
- Coverdell Education Savings Account (CESA) (11m)
- IRA Summary (10m)
- 10 Common Errors on IRA (11m)
- Forms to Open & Close an IRA (12m)
- Excess Distributions (10m)
- IRA Withholding (11m)
- IRA Reporting 1099R & 5498 (14m)
- Inherited IRAs - Non-Spouse (15m)
- Inherited IRAs - Spouse (12m)
- Required Minimum Distributions (RMDs) (15m)
- Premature Distributions (17m)
- Conversions & Recharacterizations (14m)
- QRP-to-IRA Rollovers (13m)
- Transfers (10m)
- Rollovers (11m)
- SIMPLE IRA (13m)
- SEP IRA (11m)
- Roth IRA (14m)
- Traditional IRA (14m)
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