BankersHub, BOL Learning Connect, TRC Interactive, and Lorman are now part of Noggin Guru

  • Test

Cart
Request a Demo
1 1

IRA Fundamentals

IRA Fundamentals

Library:

Course Overview: This course is designed for anyone interested in learning about eligibility requirements, contribution limits, and distribution rules of Individual Retirement Accounts (IRAs).

Learning Objectives

  • Explain the features and benefits of the Traditional IRAs and Roth IRAs
  • Compare the Traditional IRA to the Roth IRA
  • Explain rules related to transfers and rollovers
  • Discuss the features and benefits of the Coverdell Education Savings Account

Audience: All Appropriate Staff

Length of Course: This course takes approximately 60 minutes to complete.

Standard Price:
$89.00
$89.00
Sale Sold out
Included With Membership
Pay By Check
  • American Express
  • Discover
  • Mastercard
  • Visa
View full details
Description
Instructor
BankersHub Membership

Course Overview: This course is designed for anyone interested in learning about eligibility requirements, contribution limits, and distribution rules of Individual Retirement Accounts (IRAs).

Learning Objectives

  • Explain the features and benefits of the Traditional IRAs and Roth IRAs

  • Compare the Traditional IRA to the Roth IRA

  • Explain rules related to transfers and rollovers

  • Discuss the features and benefits of the Coverdell Education Savings Account

Audience: All Appropriate Staff

Length of Course: This course takes approximately 60 minutes to complete.

Back to top