Advanced IRAs

IRA Institute is a training program that provides in-depth instruction on the “need-to-know” aspects of Traditional IRAs, Roth IRAs, SEP plans and SIMPLE IRAs. IRA Institute integrates extensive IRA material, objective-based training methods, and practical applications of the rules to create the ideal learning environment.

Advanced IRAs builds on the attendees’ basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle.

Attend this course to gain a deeper understanding of the complex issues currently affecting qualified retirement plans. During this course, we’ll discuss multiple topics—including the new Roth provisions, RMD rules, and eligibility requirements.