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

IRAs—Just the Basics:  Part 1

Stay informed on the most relevant topics and challenging aspects of IRAs. Our experts will walk you through the complex rules governing IRAs, from basic IRA education to required minimum distribution rules and recent IRA legislation. You will be equipped with the knowledge to confidently respond to your customers/members and quickly become their trusted source of IRA expertise.

We’ve taken our popular IRA seminar series and made it available in a convenient on-demand format. This session provides foundational information on Individual Retirement Accounts (IRAs) and covers the following:

  • IRA establishment
  • Regular contribution eligibility
  • Distributions
  • Rollovers, Transfers, and Direct Rollovers

Cost is $199 with unlimited views 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.