IRA Refresher Quiz

Welcome to IRA Refresher Training ! The purpose of this training is to refresh your knowledge of IRA account’s as we prepare for the upcoming IRA season. The training consists of three steps. The first is to read the IRA Refresher PowerPoint presentation. It includes information about IRA contributions, distributions, fees and IRA tax forms. The next step is to review the IRA Opportunities Booklet. This booklet, which is part of Brokerage’s collateral, provides an overview of IRA account options. The third and final step is to test your IRA account knowledge. There is a final quiz for you to take, and you may use the information in the Brokerage Policy & Procedure manual to help you. When asked for the Session Name, please type "IRA Refresher." Everyone needs to complete the final quiz!