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.
$199.00 for first participant/$99.00 for each additional participant; Lunch break 12:30-1:30 pm
Leadership: Carrie Horn and one other, TBD
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.