Introduction to IRAs

 It’s tax season, and questions surrounding IRAs, tax preparation, and retirement plan options are on your clients’ minds right now. This 30-minute eLearning course will update your staff on new rules, contribution limits and requirements for retirement planning. Introduction to IRAs provides key concepts about basic IRA product features and benefits, and contribution and distribution requirements. This 30-minute course discusses traditional, rollover, and Roth IRAs, including the new conversion rules, as well as Simplified Employee Pension Plans and SIMPLE Retirement Accounts. The 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. The course also includes a 35-page printable reference guide “IRA Training: Planning for Retirement Benefits."

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 rules

Price: $95 for one student
 

E-Learning License Discounts: Contact Chris Bennett at the IBA 317/387-9380

• 25 employees for $1,500
• 50 employees for $2,900

ABA's acclaimed self-paced online course library offers cost-effective basic business and banking skills and concepts that can be applied immediately on the job.  ABA eLearning provides enhanced training support and tools such as role-based training roadmaps to guide users through a proven training path, blended learning extensions that enable immediate facilitated practice and application of learning, as well as tools and world-class support that ensures the success of your bank training program. 

Registration

Please complete the form below to purchase AIB e-learning modules. If you have any questions or need additional information please contact Chris Bennett at the IBA at 317/387-9380.

Please complete the form below to register. No payment is needed at the time of registration. An invoice will be sent after the registration is received.