IRA Fundamentals

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IRA Fundamentals

May 18, 2023 | 11:00 am ET • 10:00 am CT | WEBINAR

New to IRAs? Prepare to build a foundation of the most common IRA transactions and rules. Learn the fundamentals of Traditional and Roth IRAs from contributions and distributions to portability—including the rules associated with rollovers between employer plans and IRAs.

Learning Objectives

  • Gain essential knowledge of common IRA transactions and rules.

  • Learn about contributions and distributions of Traditional and Roth IRAs.

  • Learn the rules associated with rollovers.

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Pricing

ICBA Members: $199
Nonmembers: $299
Unlimited Webinar Pass subscription: $0

Attendance/Cancellation Policy:

  • Registration fee is valid only for the individual registered. Each attendee must register.
  • Full payment is required prior to real-time event attendance. Digital products will be made available when full payment is received.
  • Digital product purchases cannot be cancelled once the order has been processed and the product is available to use.
  • Refunds will not be granted unless there is a technical issue that cannot be resolved that prevents the purchaser from accessing and/or using the product. Refund requests for technical issues must be received within 15 days of the date of purchase.

For more information, call 800-422-7285.

Who should attend: Branch Managers, Assistant Branch Managers, Bankers, Universal Bankers, Operations Personnel, IRA Specialists

Prerequisites: None

Advanced Preparation: None

Program Level: Intermediate

Field of Study: Specialized Knowledge

Delivery Method: Group Internet Based

CPE Credit Hours: 1

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Code of Conduct

Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA aims to be welcoming, safe, and inclusive to all participants, with the most varied and diverse backgrounds possible.

As such, The Independent Community Bankers of America (“ICBA” or the “Association”) has adopted a zero-tolerance policy toward all forms of unlawful discrimination and harassment.

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