The road to retirment can be challenging. Attend this training so you can help your credit union members build their nest eggs. Two dynamic IRA sessions from the Missouri Credit Union Association (MCUA) offer a solid foundation for your credit union employees. IRA Basics provides the building blocks of IRAs, and IRA Advanced builds on attendees' previous knowledge and includes techniques to deal with members. If you are new to IRAs, an IRA specialist or somewhere in between, this training is for you!

Day 1: February 29 IRA Advanced Training

This program builds upon an individual's previous knowledge of IRAs and looks at some more complex issues. Techniques will be shared on how to be confident in dealing with members when discussing both IRAs and Health Savings Accounts (HSAs).

Topics that will be covered include:

  • The Most Important Number - 590 (as in IRS 590)
  • Rollovers and Transfers
  • Figuring RMD
  • Death Situations
  • Recharacterization
  • Excess Contributions
  • Applying One's IRA Knowledge to Sample Exercises
  • Promoting IRA Products to Members and Potential Members
  • Beneficiary Options
  • Conversions - Do I or Don't I?
  • HSAs - Health Savings Accounts

About Your Instructor

John Baptista, Jr. has taught a countless number of indivdiuals like yourself. His down to earth, practical approach to teaching, allows individuals to learn skills they can readily put to use. A nationally recognized training company writes, "His workshops are an effective blend of presentation and hands-on participation. And his caring, energetic style is a plus you'll appreciate". Often described as the "best there is to offer", John brings laughter, fun and most of all his ability to get others to learn.


February 29th, 2012 8:30 AM   through   7:30 PM
STE 200
Training Room
SAINT LOUIS, MO 63146-4012
United States
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