IRAs—Just the Basics: Part 2

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 continues foundational information from Just the Basics Part 1 and covers the following:

Required Minimum Distributions
Beneficiary Options
Health Savings Accounts

Cost is $199 with unlimited views granted for 30 days. Test your system before purchase.

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IRAs—Just the Basics: Part 2

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