Wolters Kluwer Financial Services | Banking Compliance Solutions
Visit ComplianceHeadquarters™   I   About Us   I   Contact Us   I   Order Products

Jump Start—An Introduction to IRAs

Get your staff up-to-speed quickly on the basics of traditional and Roth Individual Retirement Accounts (IRAs) with our “Jump Start—An Introduction to IRAs” on-demand webinar. This recorded, online webinar is a convenient way for employees to expand their knowledge of IRAs while building a solid foundation for future IRA learning, including our more advanced IRA live seminars.

Covered topics include:

  • Traditional vs. Roth IRA Overview
  • Traditional and Roth IRA Establishment
  • Traditional and Roth IRA Regular Contributions
  • Traditional and Roth IRA Distributions
  • Traditional and Roth IRA Rollovers and Transfers
  • Employer Plan and IRA Rollovers and Direct Rollovers

Register below for our 55-minute “Jump Start—An Introduction to IRAs” webinar. Cost is $219, unlimited views will be granted for 30 days. Test your system before purchase.

* indicates required field

Customer Information
* First Name
* Last Name
* Financial Institution
* Functional Title
* Address
* City
* State
* ZIP Code
* Phone Number
  Fax Number
* Email Address
* Customer Number
  Enter "2" if you do not have a
   customer number or do not know it.