Retirement is a significant financial milestone for members. As a financial partner, your credit union can help members navigate Individual Retirement Accounts. If you're in a member-facing position, IRA (Individual Retirement Account) training can prepare you to better explain the benefits, limitations and tax requirements to members.
Even if you’re well-versed in the basic differences between a Traditional IRA and a Roth IRA, going through refresher or advanced training can help you handle more complicated questions. Sometimes life throws punches and members may need to navigate how to withdraw money from their retirement to get through an emergency. Understanding and explaining how to withdraw funds from an IRA without penalties requires an even greater knowledge of IRA tax rules.
Enhance member service by preparing yourself to handle common IRA questions, including:
No matter your experience level, CUNA offers multiple eSchool options, so you can choose the right path to build your IRA expertise.
Develop a comprehensive understanding of IRA basics with:
Deepen your existing knowledge of IRAs by covering complex issues with: