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SKU: SWIRB Category:

Recorded: April 7, 2022

Presented by: Ms. Anetria Cohen, VP and Senior Consultant, FORVIS

This three-hour session format allows time to cover the basics of traditional and Roth Individual Retirement Accounts (IRAs) without becoming overwhelming. This program is perfect for those who are new to IRAs or for those that need a refresher.

This session will provide up-to-date information regarding IRAs, including continuing effects from the SECURE Act and CARES Act.

Attendees receive a user-friendly manual for easy, on-the-job reference, and other.

The 2022 IRA Basics seminar will cover:

  • The differences between Roth and traditional IRAs
  • The forms and documents that are needed to open an IRA
  • Who can have a traditional or Roth IRA
  • The 2022 contribution limits, including “catch-up” contributions
  • Distributions to participants, including Required Minimum Distributions
  • IRA beneficiaries and the distribution options
Who Should Listen

The IRA Basics Seminar is designed as an introduction for employees new to the IRA area and as a refresher for those who only deal with them seasonally.

Program Level: Basic

Prerequisite/Advanced Preparation: Basic Knowledge of IRA Rules and Regulations

Field of Study: Specialized Knowledge

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Any recording, transmission, retransmission, or republishing of any portion of this webinar is prohibited.

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