IRA Basics

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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:

  • What are the differences between Roth and traditional IRAs?
  • What forms and documents are needed to open an IRA?
  • Who can have a traditional or Roth IRA?
  • What are the contribution limits?
  • Who can make “catch-up contributions” and what are the limits?
  • What are the rules for calculating distributions to participants?
  • How are IRA beneficiaries determined?
  • What are the options available for paying out to IRA beneficiaries?

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