Advanced IRA Workshop – March 25
9:00 – 4:30
Advanced IRAs 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.
Course topics will include:
- IRA Updates
- Required Minimum Distributions
- Beneficiary Options
- Advanced Portability
- Roth IRA Conversion Contributions
- Withholding and Getting It Right
You should attend if you have a working knowledge of basic IRA operations and wish to expand your expertise and provide enhanced member service.
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.