IRA Basics – Compliance.ai


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Item No: AI-IRB
Price: $80/$60

 

This manual covers the basics of traditional and Roth IRAs without becoming overwhelming. If you have general knowledge of IRAs but need a shot of confidence before IRA season cranks up, this manual is for you. This manual is user-friendly for easy, on-the-job reference, and other resources for assisting the bank’s IRA customers. The manual will cover the following questions:

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