Wolters Kluwer Financial Services | Banking Compliance Solutions
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IRAs—More Than 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 digs deeper and covers the complexities of the following:

  • Required Minimum Distributions
  • Beneficiary Options
  • Rollovers, Transfers, and Direct Rollovers

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

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