1.6 IRA Parameters Configuration
This is a common screen where an user can capture parameters that are common across, IRA savings as well as IRA Certificate of Deposits.
This screen captures information that are common or applicable across all IRA plan types, such as federal, and state penalty tax rates to be applied in case of an early distribution from an IRA account, previous financial year contribution period, age cutoff for penalty application.
This topic contains the following subtopics:
- Create IRA Parameters
This topic explains the systematic instructions to create IRA parameters. - View IRA Parameters
This topic explains the systematic instructions to view the list of configured IRA parameters.
Parent topic: Configurations