Sometimes when the IRA "Expert" retires, we realize that no one has been trained to take their place. It's like starting all over again. You can't have a great comfort level until you understand what an IRA actually is! The Webinar opens by reviewing the top terms and reporting forms for IRAs. Then we will delve into what forms to complete for establishing a new IRA vs. adding to an existing IRA. The last part of this session will review the differences between a Traditional IRA, Roth IRA, and Conversion Roth IRA.

Learning Objectives:-

• IRA Terminology and IRS Reporting Forms
• Explanation of IRA Forms to Establish an IRA plan and make additional contributions
• Qualifications, 2022 Contribution Limits, Income Phase-out limits, Age Limits, and other new regulations for a:
  • Traditional IRA
  • Roth IRA
  • Conversion Roth IRA

Who Should Attend:-

Anyone who has been newly involved with IRAs, or experienced IRA personnel would like a refresher course on the basic principles of IRAs and IRA products.