For those who are new to IRAs or need a refresher, this webinar provides the fundamentals of Traditional and Roth IRAs. It covers IRA contributions, distributions, and portability—including the rules associated with rollovers between employer-sponsored retirement plans and IRAs. This course is a prerequisite for the Advanced IRA webinar.
|Online||January 16, 2020||$199|
|Online||May 12, 2020||$199|
|Online||October 8, 2020||$199|
Advance your career and grow your expertise by maintaining an industry designation and earning continuing education credits.
Get retirement, health, and education savings plan training without leaving your office. Our large selection of webinars are available live or for digital download.
We have some of the industry’s top ERISA-trained consultants who have specialized in retirement and savings plans for over 35 years.