Lizeth GeorgeThe League of Southeastern Credit Unions & Affiliates (LSCU) is excited to bring you an IRA Overview: Traditional, Roth & SEP Plans webinar on November 30, 2021 from 3:00 p.m. – 4:30 p.m., ET. This 90-minute lively program will help you learn about the rules governing traditional IRA, Roth IRA, and SEP plans. If you are new to the world of IRA plans or are looking for a general update/refresher on IRA or SEP plan rules, this well-timed webinar is the ticket to implementing best practices.
After this webinar you’ll be able to:
- Identify traditional and Roth IRA eligibility requirements
- Examine IRA contributions limits
- Review IRA distribution rules and requirements, including qualified, tax-free Roth IRA distributions
- Distinguish between IRA rollovers and IRA transfers
- Follow the requirements for establishing and contributing to SEP plans
- Use several quick reference charts that will be provided for future reference
MEET THE PRESENTER
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Frank J. LaLoggia LaLoggia Consulting, Inc Frank LaLoggia is the President of LaLoggia Consulting, Inc., a pension consulting firm that assists financial organizations with ongoing support in the creation, development, and marketing of their retirement plans offerings. Frank coordinates and conducts pension seminars and training programs throughout the United States, including in-house IRA, HSA, and employer retirement plan training. With over 40 years of experience, he has assisted many leading financial organizations in the pension and financial services industries. |
