The IRA Basics eLearning bundle is a cost-effective and streamlined approach to online training. The bundle includes the following courses and is available with an unlimited 30-day access.
- ABCs of IRAs
- IRA Distribution Basics
- IRA Rollovers and Direct Transfers
- Roth IRA Distributions
- Traditional IRA Distributions
Once you are registered, these courses will be accessible under the My Services webpage (the same process used to access IRAdirect®).
Audience
- Staff who are new to IRAs
- Staff who need a refresher on IRA rules
- Staff at credit unions just beginning to offer an IRA program
Prerequisites
None
Length
Self-paced – approximately 30–45 minutes per course
Pricing
- $300 for single ID (unlimited 30-day access)
- $3,600 for unlimited IDs (1-year site license, call 800-356-9140)
Continuing Education Credits
800-356-9140
