This course delivers in-depth instruction on legal concepts that regulate Traditional and Roth IRAs (Individual Retirement Arrangements), employer-sponsored plans and other tax-preferred accounts. If your company establishes and maintains IRAs, or advises tax-preferred account holders, this training simplifies the legal framework of IRAs for professionals.

In this expert course, you will learn:
• Why financial organizations must consider legal procedures Which role state laws plays in IRA administration How to identify between a guardianship and conservatorship What happens to an IRA when the owner passes away The legal importance of retaining confidential information