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We are excited to announce two fall virtual IRA trainings from Ascensus. This workshop builds on the attendees’ basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle. This is an advanced session; previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations. Topics will include:
- Complex Transactions
- IRA Excess Contributions
- Required Minimum Distributions
- Beneficiary Options
- IRA Withholding Requirements and the New Withholding Forms
Fee: $209/$149 for CUs under $50 Million. $99 for additional attendees. $269.00 for associate members.
Location: Virtual
Time: 9:00 am – 4:30 pm; Time allotted for lunch and breaks
Register
Please complete and submit the form below to register for this event. You will be placed on a waiting list if the number of attendees for your reservation is greater than the number of seats available.
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