Comprehensive IRA Schools

Attend our all encompassing IRA training or schedule one for your Bankers Association.

ABOUT OUR IRA SCHOOLS

Enroll in our IRA school or book one for the banks in your association. Our IRA experts will put your staff through a thorough, 3-day crash course covering IRA basics to the most advanced topics and everything in between.
This is a must-attend event for anyone in your organization responsible for compliance, customer service, or oversight of your IRA business.

Learn IRAs from A to Z

No stone is left unturned from contributions to beneficiaries, required minimum distributions to rollovers, and Roth IRAs to Simple IRAs. Our comprehensive training will leave no holes in your IRA business.

A Fit For Every Experience Level

Whether you’re new to the industry or a 30-year veteran, we provide experience-appropriate training for everyone in your institution. Our material is presented in easy-to-understand and engaging real-world scenarios.

Choose Your Program Length

We offer flexibility with the option to schedule half-day, single-day, and multi-day training programs. Face to face? Virtual? Schedule a multi-day, multi-skill level program.

Ensure Your IRA Compliance

Stay up to date and current on all new IRA rules, regulations, or changes, ensuring you remain compliant and efficient.

1-on-1 With Your Forms

We have a vast working knowledge of many available IRA form vendors and can work with your staff to help them fully understand your preferred forms.

Cost Effective

Bring as many staff members from multiple locations as you like for a straightforward price. Avoid the high cost of single-person training sessions, unnecessary travel expenses, and time away.

OUR INDUSTRY-LEADING IRA MANUAL

Our IRA manual is the go-to playbook for all things IRA.
We have curated examples for years to make it the easy-to-understand, comprehensive knowledge base your staff needs!

Topics Covered

  • Overview of IRA’s

  • Plan Agreement & Amendment Changes

  • Procedures to Establish IRA’s

  • Self-Directed IRA’s

  • Prohibited Transactions

  • Setting Up & Organizing Your Files and

  • File Compliance

  • Contribution Rules

  • Pre 59 1/2 Penalty Tax Exceptions

  • Savers Tax Credit

  • Administering Distributions

  • FDIC and Bankruptcy

  • Substantially Equal Periodic Payments

  • Transfers, Rollovers & Direct Rollovers

  • Recharacterizations

  • Excess Contributions

  • Taxation of Distributions from all IRA’s

  • RMD Rules for Account Holders

  • RMD Rules for Beneficiaries

  • Conversions Rule Changes

  • Understanding Roth Conversions

  • Proposed Legislative Changes

  • Audit Procedures & Checklist

  • Reporting Rule Changes

  • SEP IRA’s

  • Simple IRA’s

  • Health Savings Accounts

  • Matthew Dickinson

    President/CEO

    With almost two decades of banking experience ranging from opening new accounts and IRAs, lending, managing operational and lending teams, and serving in key executive management positions - Matt knows the benefit of strong frontline training and its role in managing operational, regulatory, and reputational risk. Effective 2024, Suzie Jones retired after five decades in the financial industry. Matt acquired Training Resources with the commitment to continuing the new account training programs and materials Suzie developed, recognized for its customization to state law and as one of the industry's most outstanding and comprehensive resources.

    Matt is known for his expertise, approachability, sense of humor, and passion for providing knowledge to bankers so they can serve their banks' customers confidently while managing risk. He provides training through 16 State Bank Associations and nationally through OnCourse Learning, a web-based training platform. Matt enjoys family time with his wife and four daughters, cooking, and has completed three full Ironman triathlons, a testament to his dedication and patience; traits bankers can expect to experience when they interact with Matt.

Let’s work together.

Interested in working together? Fill out some info, and we will be in touch shortly! We can't wait to hear from you!