Establishing and Funding IRAs (Recorded Webinar)

Webinar Icon Establishing and Funding IRAS (Recorded Webinar)


  • Define the purpose and tax advantages of Traditional and Roth IRAs.
  • Identify the IRA contribution eligibility requirements.
  • Discuss the process for establishing an IRA.
  • Discuss the IRA contribution limit and deadline.
  • Discuss the process for documenting a contribution.


Download PDF Download the presentation slides »

Download PDF Download the participant guide »


This is a recording of Establishing and Funding IRAs presented by NAFCU Services.


Expert Presenter

Paul Kern, Product Manager of Education, Ascensus 

In his current role, Paul is responsible for conducting, collaboratively designing and evaluating all training programs to meet the needs of financial organizations nation-wide. He is an active member of the National Certified IRA Professional (CIP) Examination Board of Directors and CIP Commission. 

Paul holds a Bachelor of Science Degree in Elementary Education from Winona State University and a Master of Science Degree in Curriculum and Instruction from the University of Wisconsin - Madison.  He is a member of the American Society for Training and Development (ASTD), has earned the designation of Certified IRA Specialist (CIS) through Ascensus, Certified IRA Professional (CIP) through Ascensus and the National Association of Federal Credit Unions (NAFCU), as well as the designation of Certified IRA Services Professional (CISP) through the American Bankers Association (ABA). 

Ascensus Logo

Ascensus is the NAFCU Services Preferred Partner for IRA, Retirement Plan, and Health Savings Account (HSA) Solutions Software, Training, Documents and Consulting. More educational resources and contact information are available at

Also available: IRA Withholding Notice and Election Requirements (Article) »