This full-day course builds on the learner's knowledge of IRA basics to help them address some of the more complex IRA issues they handle at the credit union. Trainers use real-world exercises to help participants apply information to job-related situations. Attendees should bring a calculator.
Workshop Schedule:
8:30 a.m. -- Registration
9:00 a.m. -- Workshop Begins
4:30 p.m. -- Workshop Concludes
Workshop Agenda:
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Processing an IRA Death Claim
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Tax Reporting and Witholding
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Required Minimum Distributions (RMDs)
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REGISTRATION INFORMATION HERE