Introduction to IRAs

Course List | ABA Member Registration | Non-Member Registration

Introduction to IRAs provides key concepts about basic IRA product features and benefits,
and contribution and distribution requirements. The course discusses traditional, rollover, and Roth IRAs, including the new conversion rules, as well as Simplified Employee Pension Plans and SIMPLE Retirement Accounts. This course also presents information about IRA tax benefits and penalty calculations. Students will gain a greater understanding of how IRAs work, which will enhance their ability to increase IRA sales and improve customer service.

 More information on ordering or licensing

Price	$130 Nonmembers / $95 Members
License Option	Courses are also available at discounted prices under an annual license.  Learn More
Course Credits	AIB: 0 ICB: 0
Prerequisites	None
Required Software	None
Optional Software	Adobe Acrobat Reader and RealPlayer

Audience

Any bank personnel including tellers, new accounts representatives, personal bankers, platform assistants, and branch managers who require a basic understanding of Individual Retirement Accounts.

Learning Objectives

By the end of Introduction to IRAs, you will be able to:

• Discuss Individual Retirement Accounts, including contribution rules
• Discuss Roth IRAs, including contribution rules
• Discuss rollover IRAs, including contribution rules
• Discuss simplified employee pension plans, including contribution rules
• Discuss SIMPLE retirement accounts, including contribution rule

Questions? Please contact training@aba.com for more information.