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During this comprehensive program, you will learn all the details of these great retirement products. Learn the eligibility requirements, the tax benefits and selling features for your customers. You will also learn the forms you need to set up and be in compliance with each of these products as you begin the comprehensive journey to IRA expert at your financial institution. This program is a stand-alone program but is also a part of a four part study to learn everything you need to know about IRAs in 2021.
-Traditional IRA—Eligibility, Tax Benefits, and Compliance
-Roth IRA—Eligibility, Tax Benefits and Compliance
-Simplified Employee Pension Plan (SEP)— Eligibility, Tax Benefits and Compliance
-Savings Incentive Match Plan (SIMPLE)-- Eligibility, Tax Benefits and Compliance
What you will receive:
-IRA Handbook over 600+ pages with up to the minute information and changes
-Certificate of Completion
Questions and Answers