IRA Essentials

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Course Details:

This course provides an introduction to IRAs. It includes IRA reference materials, job aids, quizzes, and videos blend together to create an immersive educational experience.

During the course, you will explore six educational tracks that are dedicated to key IRA topics:

• Introduction to IRAs
• Funding
• IRA Distributions
• Establishing an IRA
• Portability
• Reporting

Time to Complete: Four hours
Who Should Attend: You should attend if you need to learn the basics of Traditional and Roth IRAs or want an overview of IRA rules.