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IRAs

T1. Introduction to IRAs: This topic will provide a brief overview of some common Individual Retirement Accounts (IRAs) available to customers, with a look at their distribution and contribution requirements.

T2. History of IRAs: This topic will outline the history of IRAs by identifying key pieces of legislation which have shaped the IRA of today.

T3. Frequently Asked Questions: This course will analyze key questions that customers frequently have concerning IRAs, and will provide appropriate answers for each.

T4. IRA Reporting: This topic will discuss important reporting requirements that affect the learner, the customer, and the financial institution as a whole.

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