As one of the base products of our financial institution, there are basics that every banker should  know.  We will cover the products, the movements, the distributions and basic reporting to the IRS.  You will learn talking points for your customers, how to stay out of tax advice situations, and use the forms to help you navigate to compliance.  It is a must for your training library and will help all staff during this coming tax season.

Program Highlights:

-The Traditional IRA

-The Roth IRA

-The SEP and SIMPLE IRAs

-Transfers and Rollovers

-Premature Distributions 

-Required Minimums

-Death Distributions 

-Reporting and Forms

What you will receive:

-600+ IRA Handbook

WHO SHOULD ATTEND?  Branch Managers, Loan officers, Customer Service Representatives, Tellers, Deposit Operations, Deposit Compliance, Branch Administration, BSA Officer, BSA staff, Compliance Officers, and others who open accounts for retirement.