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:
· IRA Update on Recent Changes
· IRA Excess Contributions
· Required Minimum Distributions
· Beneficiary Options
· Advanced Portability
9:00 am – 4:30 pm; Lunch 12:00 – 1:00 pm and multiple stretch breaks
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.