IRA Talks
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.
Courses
- 10 Common Errors on IRA (11m)
- Conversions & Recharacterizations (14m)
- Coverdell Education Savings Account (CESA) (11m)
- Excess Distributions (10m)
- Forms to Open & Close an IRA (12m)
- Health Savings Accounts (HSAs) (13m)
- Inherited IRAs – Non-Spouse (15m)
- Inherited IRAs – Spouse (12m)
- IRA Reporting 1099R & 5498 (14m)
- IRA Summary (10m)
- IRA Withholding (11m)
- Premature Distributions (17m)
- QRP-to-IRA Rollovers (13m)
- Required Minimum Distributions (RMDs) (15m)
- Rollovers (11m)
- Roth IRA (14m)
- SEP IRA (11m)
- SIMPLE IRA (13m)
- Traditional IRA (14m)
- Transfers (10m)