Katie BaileyJoin The League, in partnership with the Nebraska Credit Union League, for Virtual IRA Training on November 4 – 5 from 9:00 a.m. – 4:30 p.m. ET. This two-day virtual training offers both foundational and advanced IRA education for credit union professionals.
Day 1: IRA Essentials
Designed for beginners, this session provides a strong foundation in IRA administration and covers:
- Introduction and Establishing IRAs
- IRA Funding
- IRA Distributions
- IRA Portability
Day 2: Advanced IRA
Designed for attendees with prior IRA knowledge, this session covers:
- IRA Updates
- Amending IRA Documents
- Required Minimum Distributions
- Beneficiary Options
- Advanced Portability
- Finding Answers to Common IRA Questions
