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IRA Essentials Training - Miami, FL



October 17, 2012  
8:30am - 9am Registration
9am - 4pm IRA Essentials Training
12pm - 1pm Group Luncheon

About the Workshop
 IRA Essentials
IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job-related situations. This is a beginner's session, the trainer will utilize real-world exercises to help participants apply information to job-related situations.
Introduction to IRAs: Explain the benefits of an IRA. Identify the tax differences of a Traditional & Roth IRA.
Establishing an IRA: Examine the process for establishing and IRA and the required documents.

  • Funding: Learn about the Traditional and Roth IRA eligibility requirements.
  • IRA Distributions: Distinguish the possible taxes on IRA distributions.
  • Portability: Identify the differences between a rollover and a transfer.
  • Tax Reporting: Outline IRA reporting deadlines.


Paul Kern, CIS, CIP, CISP
Paul is a training consultant for Ascensus, Inc., a division of Crump Group, Inc. He is responsible for conducting IRA training programs to meet the needs of credit unions and leagues nation-wide. Paul is the Project Manager for eLearning and IRA University; including the development, design and implementation of both products. Paul holds a Bachelor of Science Degree in Elementary Education with a minor in Psychology from Winona State University and a Master of Science Degree in Curriculum and Instruction from the University of Wisconsin - Madison.