IRA Essentials OnDemand is the perfect solution for those who need an introduction to IRAs but cannot attend a face-to-face training session. IRA reference materials, job aids, quizzes, and videos blend together to create an immersive educational experience. Explore six educational tracks: Introduction to IRAs, Establishing an IRA, Funding, Portability, IRA Distributions, and Reporting.
Course Overview:
IRA Essentials OnDemand consists of six learning tracks dedicated to key IRA topics:
- Introduction to IRAs
- Funding
- IRA Distributions
- Establishing an IRA
- Portability
- Reporting
Access Time: 30 Days
Audience: You should attend if you need to learn the basics of Traditional and Roth IRAs, want an updated, general refresher on IRA rules, or want to obtain CE credits.