IRAs: The Products

Webinar | 1 1/2 Hours

This IRA webinar is designed for those new to IRAs or is a great review for those who have been in the business for a while. It addresses the purpose of IRAs, the role IRAs play in an account holder’s retirement strategy and all the different types of IRAs and their eligibility requirements. This webinar will include information on contributions and distributions as well as death distributions. Attendees will leave with less apprehension about their responsibilities and compliance issues for opening IRAs at the financial institution.

Program Highlights
• The ins and outs of all four IRA products
• Traditional IRA
• Roth IRA
• Qualified retirement plan rollovers
• Simplified Employee Pension Plans
• Moving and changing IRAs
• Coverdell Education Savings Accounts

Who Should Attend
This webinar will benefit all IRA administrators, personal bankers, trust officers, customer service representatives and those selling or discussing these products with their customers or members.

Deborah Crawford is the President of Gettechnical Inc., a Virginia based training company. She specializes in the deposit side of the financial institution and is an instructor on IRAs, BSA, Deposit Regulations and opening account procedures. She was formerly with Hibernia National Bank (now Capital One) and has bachelor's and master's degrees from Louisiana State University. She has over 30 years of combined teaching and banking experience.