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Opening Traditional IRAs: Accepting Contributions, Rollovers and Transfers
(Presented By: Laura Wilson)
Does the very mention of IRAs make you want to run and hide? If so, you are not alone. This program helps take the mystery out of opening and funding IRAs. IRA specific terms are defined and basic concepts are explained. Forms used to opening Traditional IRAs are reviewed.  | WEBINAR TIME:
11:30AM - 1:30PM PT
12:30PM - 2:30PM MT
1:30PM - 3:30PM CT
2:30PM - 4:30PM ET |
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Upon completion of the seminar you are able to answer the following questions.
Who can have a traditional IRA?
Can a working spouse fund an IRA for a non working spouse?
What are the contribution limits?
When can contributions be accepted?
Who can make "catch-up contributions" and what are the limits?
Can IRA contributions be deducted?
What is the difference between a rollover and a transfer?
How are contributions, rollovers and transfers reported to the IRS?
This 2 hour format allows time to cover the basics of opening and funding Traditional IRAs without becoming overwhelming to the IRA novice. If you have never attended an IRA seminar, this is the place to start. If you have general knowledge of IRAs, but need a shot of confidence before IRA season cranks up, this program is for you.
Also watch for two companion webinars:
October 5, 2006
Traditional IRAs - Distributions to Participants and Beneficiaries
November 28, 2006
Roth IRAs - Soup to Nuts
About the speaker:
Laura Wilson is a principal with Pegasus Educational Services, LLC. She is a gifted trainer who proves learning can be fun. Audiences routinely comment that her recollection of material content and sense of humor are unique among presenters on technical topics. Her career in training on banking related issues began in 1987. At one time she served as the regulatory compliance trainer for a $3 billion savings bank. Later, she was a senior consultant and full-time trainer for a regional consulting firm for financial institutions. She has served on the faculty of the OTS' Level I Compliance School and the FDIC's Bank Operations and Compliance School for examiners. In addition to presenting seminars for seventeen state banking associations, she has been an instructor at compliance schools sponsored by the Iowa, Kentucky, Texas and Pennsylvania bankers associations. She is also a member of the American Society for Training and Development.
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888.229.8872