On the first day of this two-day comprehensive live streaming class, you will learn the basic terminology of IRAs, as well as the different IRA plan types available, including the definitions, contribution limits, and other pertinent information.

You will be provided an electronic copy of the full "IRA Training and Reference Manual" (aka the "Red Book"), which will be referenced throughout the class. We highly recommend you have this available during the training session to follow along and find the information as needed after the class. There are plenty of cheat sheets (or quick reference charts) contained in the book to use as aids. This same book will be used for both days.What You'll Learn:

• The top 20 terms of IRAs
  
• Traditional IRA contribution limits and income limits for deductions
  
• Roth IRA contribution eligibility and when is the interest really tax-free?
  
• What are the rules for moving Traditional IRAs into Roth IRAs?
  
• Simplified Employee Pension Plans (SEP) IRAs and should the bank offer them?
  
• What are the basic comparisons between a SEP IRA and a SIMPLE IRA?