Webinar: Traditional & Roth IRAs Part A: Eligibility, Contributions, Rollovers & Transfers
September 19, 2023 3:00 pm - 4:30 pm
Traditional and Roth IRA plan rules will be the subject of this lively, well-paced program.
If you are new to the world of IRAs or needing a comprehensive update or refresher, this information will be beneficial, timely, and informative.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- Learn traditional and Roth IRA eligibility requirements
- Examine IRA contributions rules and limits
- Understand when traditional IRA contributions are tax deductible
- Discuss the differences between IRA rollovers and IRA transfers
- Explore the concept of employer plan-to-IRA rollovers
- Use several quick reference charts that will be included for your future reference
WEBINAR DETAILS
Whether you are new to the IRA world or looking for an informative refresher on traditional and Roth IRA rules, this session is for you. Join us to explore IRA plan eligibility, contribution, rollover, and transfer rules, and learn how they impact IRA owners as well as financial organizations. For a more complete training experience, join us again on October 4th for Traditional & Roth IRAs Part B: Distributions, Taxation, Withholding & Penalties.
WHO SHOULD ATTEND?
This session will provide valuable information for individuals who deal face-to-face with IRA owners and will be an excellent opportunity for staff training. It will provide important information to individuals who have IRA operational, supervisory, or managerial responsibilities. Licensed insurance agents and registered representatives will also benefit.
TAKE-AWAY TOOLKIT
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
Speaker: Frank LaLoggia, LaLoggia Consulting Inc.
Frank LaLoggia is the President of LaLoggia Consulting, Inc., a pension consulting firm that assists financial organizations with ongoing support in the creation, development, and marketing of their retirement plans offerings.
Frank coordinates and conducts pension seminars and training programs throughout the United States, including in-house IRA, HSA, and employer retirement plan training. With over 40 years of experience, he has assisted many leading financial organizations in the pension and financial services industries.