IRA Essentials

 

IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job-related situations. Attendees will leave this session able to work with IRA owners a beginner’s session; no previous IRA knowledge is assumed. Those attending should bring a hand-held calculator.
 
Topics covered are:
  • Introduction to IRAs
  • Establishing an IRA
  • Funding
  • IRA Distributions
  • Portability
  • Reporting

 

Date 11/7/2012 9:00 AM to 5:00 PM
Location:
Utah Credit Union Association
1805 South Redwood Road Suite 200
Salt Lake City, UT 84104
Contact:
mp@utahscreditunions.org
(801) 972-3400

Registration is currently not open for this event.