BAI Individual Retirement Accounts 

Audience 

Anyone who answers customer inquiries about IRAs, or handles IRA transactions, including personal bankers, customer service representatives and managers.

Learning Objectives

• Eligibility requirements and contribution limits for IRAs
• Tax deductibility requirements of IRA contributions
• Rollover contributions
• Allowable distribution options
• Tax consequences for premature distributions
• Reporting requirements for different types of IRAs
• Procedures, forms and disclosure requirements for opening different IRAs
• Advantages and disadvantages of each type of IRA

Enrollment Form

Download and print an enrollment form from here, complete and fax to 904-354-1834