The Latest on Establishing and Funding IRAs (Webinar)

The Latest on Establishing and Funding IRAs (Webinar)

There are so many necessary steps and procedures that make establishing IRAs seem like a daunting task, but it doesn’t have to be. In this webinar, the discussion will touch on tax advantages, eligibility requirements, required documents, contribution limits, and the contribution deadline for traditional and Roth IRAs.

Benefits

For those who are new to the world of IRAs to those who are seasoned veterans, this webinar will cover the basic requirements for establishing and funding IRAs. Credit union professionals of all levels will walk away from this webinar with the understanding of compliant processes.

Takeaways

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

Materials

PDF Icon Download the presentation here » 

 

PDF Icon Download the accompanying 15-page participant guide with practical tips for IRA operations »

    Expert Presenter

    Paul_KernPaul 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 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, has earned the designation of Certified IRA Specialist through Ascensus, Certified IRA Professional through Ascensus and the National Association of Federal Credit Unions, as well as the designation of Certified IRA Services Professional through the American Bankers Association.


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    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 www.nafcu.org/ascensus.

    Also available: Basic Tax Reporting Responsibilities (Recorded Webinar) »