Opening Traditional IRAs
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Opening traditional IRAs is easy – once you know how! This presentation is designed to take the mystery out of opening traditional IRAs.
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Roth IRAs from Soup to Nuts
This program teaches viewers the basics of Roth IRAs. Upon completion viewers understand how to open Roth IRAs and when a customer may benefit from a Roth as opposed to a traditional IRA.
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Traditional IRAs-Distributions to Beneficiaries
When an IRA owner dies the funds remaining on deposit in a traditional IRA are inherited by one or more beneficiaries. A beneficiary is required to take the money. Funds can not remain on deposit indefinitely.
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Traditional IRAs-Distributions to Participants
IRA money is intended to be saved for retirement. When funds are withdrawn early, penalties apply. If funds are not withdrawn beginning at age 70 ½, penalties apply.
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Traditional IRAs: Contributions, Rollovers and Transfers
Contributions are deposits of new money to an IRA. IRS regulations establish contribution limits. It is the customer's responsibility to know how much they can contribute and deduct, but they still have questions.
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