MCUL and Ascensus Present IRA: Essentials and Advanced Virtual Workshops

Credit union staffers who work with members and handle individual retirement accounts will have access to a virtul workshop in 2025 that covers essential topics on day one and advanced topics on day.

Delivered by Deb Shipman from Ascensus on Feb. 11-12, the first day includes an introduction to IRAs and how to establish them, along with information on funding, distributions and portability.

The second day covers legal issues, excess contribution, required minimum distributions, beneficiary options and withholding requirements and forms. Online registration is available now here.

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