IRA Fundamentals eSchool 2025
IRA Fundamentals eSchool 2025
Overview
If you are new to IRAs and need to build a solid foundation of the most common IRA transactions and rules, this eSchool is a must. Learn the fundamentals of Traditional and Roth IRAs from contributions and distributions to portability—including the rules associated with rollovers between employer plans and IRAs.
This eSchool also provides the knowledge needed when opening, updating, maintaining, or closing IRA accounts for your members.
IRA accounts continue to be an important investment vehicle, and it is critical to ensure your staff are adequately prepared to handle your members' needs in accordance with the IRS and other related rules.
Training Bundle
This learning opportunity is part of the complete Training Bundle series. Subscribe to get immediate access to this webinar or eSchool, along with over 80+ webinars & eSchools covering critical topics for you and all your staff.
Schedule
Sessions
Wednesday, February 19, 2025 | 10:00 - 11:00 a.m. CT
To avoid IRS penalties, credit unions must use the correct IRA opening documents and those documents must be current. They also must be aware of any changes to the rules and regulations contained in these documents. This webinar provides information on how to properly establish Traditional and Roth IRAs, as well as how to amend IRAs to ensure they are kept up to date.
Wednesday, February 26, 2025 | 10:00 - 11:00 a.m. CT
This webinar covers both Traditional and Roth IRA contribution issues—including deadlines, limits, possible tax credits, and Traditional IRA deductibility rules. It is geared to help prepare IRA professionals for the hectic IRA contribution season that generally takes place between January 1 and April 15.
Wednesday, March 12, 2025 | 10:00 - 11:00 a.m. CT
After participating in this webinar, attendees will understand withholding and reporting requirements as they apply to Traditional and Roth IRA distributions, how the early distribution penalty tax applies to IRA owners, and how IRA distributions are paid out.
Wednesday, March 19, 2025 | 10:00 - 11:00 a.m. CT
IRA reporting requirements constantly change, which is why credit unions must stay up to date on the latest reporting issues. This session provides a current, in-depth review of IRA reporting requirements—including requirements for required minimum distribution statements, fair market value statements, account statements, and Forms 1099-R and 5498. We will also review the electronic reporting requirements, beneficiary reporting requirements, procedures for requesting extensions, and IRS penalties for improper reporting.
Wednesday, March 26, 2025 | 10:00 - 11:00 a.m. CT
Are you correctly following the federal and state withholding rules? Learn how to notify IRA owners of their withholding rights, what to do with the withheld assets, what the foreign withholding requirements are, and what the potential penalties are for not withholding correctly.
Wednesday, April 2, 2025 | 10:00 - 11:00 a.m. CT
Required minimum distributions (RMDs) make up a large part of your IRA services and will continue to increase as baby boomers age. This webinar discusses all RMD rules—including calculations, excess accumulations, and reporting, along with valuable new guidance.
Wednesday, April 9, 2025 | 10:00 - 11:00 a.m. CT
Retirement plan portability can be confusing, not only for IRA owners and plan participants, but for financial organization personnel. The differences between rollovers and transfers, and direct and indirect rollovers are just a few of the topics that will be discussed during this session. This webinar also touches on designated Roth account assets.
Wednesday, April 16, 2025 | 10:00 - 11:00 a.m. CT
Legislation and guidance that affects IRAs is constantly evolving. This webinar will provide an overview of what has changed in the IRA world over the past year and will bring you up to date on any recent legislation, reporting guidance, and pertinent announcements.
Pricing & Registration
Member
Non-Member
IRA Fundamentals eSchool 2025 | On Demand
IRA Fundamentals eSchool 2025 | On Demand
On Demand Only Option
Order the IRA Fundamentals eSchool 2025 | On Demand
Member Discounts
All credit unions are invited to register for this event. Members receive a significant discount.
Additional discounts available to member credit unions:
- Less than $50 million in assets save 20%
- Council members save 10%
- League staff save 20%
- Multi-Attendee discount - Register four attendees and get the 5th free
Please include all registrations in the same order for the discount to apply
Only one discount can be applied per registration. If a registration qualifies for more than one discount, the highest-value discount will be applied.
Other non-credit union attendees should contact us to confirm eligibility.
Need help accessing member pricing? Contact 800-356-9655 or hello@americascreditunions.org.
Attendee Info
How to access
All live hybrid and virtual events, eSchools, and webinars are hosted on Zoom, a web conferencing platform that allows for live, interactive virtual sessions. Some on-demand hybrid and virtual events, eSchools, and webinars are hosted on Vimeo, a video streaming platform – some are hosted on Zoom. To attend, you will need a computer, tablet, or mobile device with a strong internet connection.
Whether this is your first time attending a webinar or eSchool, or you simply need a refresher, review these helpful steps and frequently asked questions below.
Access instructions for webinars and eSchools
Cancellations
Once a purchase is completed, it is considered final. We do not offer refunds or exchanges for these products unless they are defective or not as described. Defective products: If you receive a defective product, please contact us within 48 hours of receipt. We will arrange for a replacement or provide a refund at our discretion. Incorrect Item Received: If you receive an incorrect item, notify us within 48 hours of delivery. We will provide instructions for returning the item and issue a refund or replacement. For all questions, please contact hello@americascreditunions.org.
