P E N N S Y L V A N I A   B A N K E R S   A S S O C I A T I O N A Provider of AIB Products Introduction to IRAs
Course Description: Introduction to IRAs provides key concepts about basic IRA product features and benefits, and contribution and distribution requirements. The course discusses:Traditional, Rollover, Roth IRAs, New conversion rules, Simplified Employee Pension Plans and SIMPLE Retirement Accounts, as well as IRA tax benefits and penalty calculations. Students will gain a greater understanding of how IRAs work, which will enhance their ability to increase IRA sales and improve customer service. Audience: Any bank personnel including tellers, new accounts representatives, personal bankers, platform assistants, and branch managers who require a basic understanding of Individual Retirement Accounts. Learning Objectives: After successfully completing this program, you will be able to:   • Discuss Individual Retirement Accounts, including contribution rules   • Discuss Roth IRAs, including contribution rules   • Discuss rollover IRAs, including contribution rules   • Discuss simplified employee pension plans, including contribution rules   • Discuss SIMPLE retirement accounts, including contribution rule Course Credits: AIB: 0 ; ICB: 0 Prerequisites: None Required Software: None Optional Software: Adobe Acrobat Reader and RealPlayer Cost: Members $95   •   NonMembers $130       Forms Page ... Registration ... Requests ... Withdrawal PBA Contact: Jackie Catalano • (717) 255-6939 • jCatalano@paBanker.com
This educational opportunity is brought to you by Pennsylvania Bankers Association