IRA Overview: Traditional, Roth & SEP Plans

Plan to attend this lively program to learn about the rules governing traditional IRA, Roth IRA, and SEP plans. If you are new to the world of IRA plans or are looking for a general update/refresher on IRA or SEP plan rules, this well-timed webinar is the ticket to implementing best practices.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

• Identify traditional and Roth IRA eligibility requirements
• Examine IRA contributions limits
• Review IRA distribution rules and requirements, including qualified, tax-free Roth IRA distributions
• Distinguish between IRA rollovers and IRA transfers
• Follow the requirements for establishing and contributing to SEP plans
• Use several quick reference charts that will be provided for future reference

For more information or to register CLICK HERE