Webinar: Traditional & Roth IRAs Part A: Eligibility, Contributions, Rollovers & Transfers
September 18, 2024 3:00 pm - 4:30 pm
What’s the depth of your knowledge regarding traditional and Roth IRA plans?
Part A of this two-part series will cover eligibility, contributions, rollovers, and transfers. Whether you are new to IRA plans or a seasoned veteran, this lively, well-paced webinar will provide valuable information for individuals who deal face-to-face with IRA owners.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- Understand traditional and Roth IRA eligibility requirements
- Know IRA contribution rules and limits
- Recognize when traditional IRA contributions are tax deductible
- Discuss the differences between IRA rollovers and IRA transfers
- Explain the concept of employer plan-to-IRA rollovers
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 how they impact IRA owners as well as financial organizations. The new 529 College Savings Plan-to-Roth IRA rollover rule will also be covered.
For a more complete training experience, join us again on October 15th for Traditional & Roth IRAs Part B: Distributions, Taxation,
WHO SHOULD ATTEND?
This timely session will benefit staff who deal with IRA owners, IRA operational professionals, and individuals with supervisory or managerial responsibilities. Licensed insurance agents and registered representatives will also benefit.
TAKE-AWAY TOOLKIT
- Quick reference charts
- Link to IRS Publication 590-A: Contributions to Individual Retirement Arrangements (IRAs)
- 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.