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Sponsored by Lorman Education
Only registered attendee will receive continuing education credit.
Product ID: 409869
Credit & Course Provided by:

Introduction to Individual Retirement Accounts(IRAs): Types and Contribution Rules

Live Webinar
June 16, 2022
1:00 pm ET (12 pm CT, 11 am MT, 10 am PT)
1 hour 5 minutes
Live Webinar$149Register Now

Explore key concepts of IRA product features, benefits, contributions, and distribution requirements.

56% of individuals that can retire remain at work because of financial reasons. One of the perks of working is the ability to take pre-tax or after-tax dollars and place those in a retirement account. Many working in state institutions, universities, public schools, or first responders use a retirement package known as a pension. Qualified retirement plans offer savers a tax-advantaged way to grow savings while also creating liquidity for retirement. The benefit of saving for retirement in a qualified plan is your ability to defer paying income tax on earnings until you actually need it. There are many retirement plans, and also there is a difference between qualified and non-qualified plans. This course will illustrate the definitions and benefits so that you can make good plans for your future.

Learning Objectives

• You will be able to define the variety of plans to make a more informed decision about retirement.

• You will be able to describe the differences between IRA, 401K, 457B, Roth, and 529 Plans.

• You will be able to identify the plan or plans that make the most financial sense for your clients.

• You will be able to review how to get immediate assistance and make proper retirement preparations.


Live Webinar$149Register Now