Learn the basics of IRAs, and be able to explain the benefits and conditions to members. This course describes the development of various retirement savings accounts, as well as many of the complex requirements that apply to each type of account. Covers traditional Roth and education IRAs, plus 401(k), SEP, SIMPLE, and Keogh plans.
This is a CUNA STAR course.
This book is currently unavailable. New edition coming soon!