Event Profile

Navigating the rules around IRAs can feel overwhelming for those new to retirement planning, especially considering contributions, distributions, and rollovers.

This course is a must if you are new to IRAs and want to build a solid foundation in the most common IRA transactions and rules. You’ll learn the fundamentals of both Traditional and Roth IRAs, from how contributions and distributions work to the portability of accounts.

The session also covers the rules governing rollovers between employer-sponsored plans and IRAs, giving you the confidence to manage retirement accounts effectively and avoid common mistakes.

Learning Objectives:

• Identify the key differences between Traditional and Roth IRAs.
• Build a foundational knowledge base to confidently navigate IRA related decisions.
• Recognize common IRA transactions and their implications.

Duration: 60-minutes

Presented live and recorded on 05/05/26.