IRA Legal Issues

Webinar

IRA Legal Issues

Sep 10, 2025 | 11:00 am ET • 10:00 am CT | Webinar

Financial professionals working with Individual Retirement Accounts (IRAs) often find themselves in a tricky position—while they aren’t authorized to offer tax advice, they may still be called upon to address complex legal questions. The challenge is that there is limited IRS guidance on how to handle IRA legal issues.

This course addresses these gaps by providing practical insights into common legal challenges, such as powers of attorney, guardianships, creditor claims, beneficiary disputes, and divorce-related matters. Participants will gain a deeper understanding of these issues and learn effective strategies for managing these transactions, helping to mitigate legal and financial risks for their organization.

Learning Objectives:

  • Identify common legal issues that may arise with IRAs.

  • Manage different types of IRA transactions to help mitigate risk.

  • Understand your role in handling IRA legal issues.

Duration: 60 minutes

Register

Pricing

ICBA Members

Live: $209

On-Demand: $229

Live + On-Demand: $249


Non-Members

Live: $309

On-Demand: $329

Live + On-Demand: $449


Unlimited Webinar Pass subscription: $0

Attendance & Cancellation Policy:

  • Full payment is required prior to live webinar attendance. Digital products will be made available when full payment is received.
  • Registration fee is valid for only the individual registered. Each attendee must register.
  • Digital product purchases cannot be cancelled once the order has been processed and the product is available to use.
  • Refunds will not be granted unless there is a technical issue that cannot be resolved that prevents the purchaser from accessing and/or using the product. Refund requests for technical issues must be received within 15 days of the date of purchase. No refunds will be issued once the bank has received webinar materials or after the start date.

Who should attend: Branch Managers, Assistant Branch Managers, Bankers, Universal Bankers, Operations Personnel, IRA Specialists

Prerequisites: Basic knowledge of banking.

Advanced Preparation: None

Program Level: Intermediate

Field of Study: Specialized Knowledge

Delivery Method: Group Internet Based.

CPE Credit Hours: 1

Continuing Professional Education Credit (CPE) Requirements (if applicable)

  • Enter your full name when joining the webinar. Your Zoom session must display your full name and match the registration.
  • Attend the live webinar session for the duration of the session. NOTE - If attending by phone audio only, no CPE will be awarded due to participant’s inability to respond to poll questions.
  • Answer all poll questions displayed during the session.

For more information, call 800-422-7285 or email education@icba.org.

NASBA Statement

ICBA Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.

In accordance with the standards of the National Registry of CPE Sponsor, CPE credits have been granted based on a 50-minute hour.

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