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IRAs - eBSI Export Academy
IRAs - eBSI Export Academy
IRAs - eBSI Export Academy
IRAs - eBSI Export Academy
IRAs - eBSI Export Academy
IRAs - eBSI Export Academy


Bankers Academy
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Course Description

Seat Time: 1hrs - Desc:

This course will include information on the history and development of Individual Retirement Accounts (IRAs). This course will provide a brief overview of the various types of IRAs that exist, and will provide a list of frequently asked questions that the learner should be able to answer. After completing this program, the learner will be able to:

  • Answer any questions that customers may have concerning IRAs.
  • Understand how the IRAs have been shaped by previous legislation.
  • Use different reports to fulfill reporting requirements to the IRS.
      Course Topics

      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.