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Speaker, author, teacher, consultant: I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans

The Top Ten SIMPLE IRA Rules

  • 27 Aug 2015
  • 1:00 PM - 2:00 PM
  • Webinar


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An explanation of the rules and regulations that govern SIMPLE IRAs.

Target Audience: Individuals who want to know how SIMPLE IRAs work.

Topics Covered:

•· Definition of SIMPLE IRA Plans

•· Eligible Businesses

•· Identifying eligible employees

•· Setting Up the Plan

•· Administration

•· Contributions

•· Distributions and Portability

Q & A Session

Please Note: We will send you the information to dial into the webinar at least 48 hours prior to the scheduled start time.

Handouts:    SIMPLE IRA Quick Reference Guide


Price is per dial-in location

Cancellation Policy: If you register and are unable to attend, please let us know so that we can send you a link to a recording of the webinar.

Please see our cancellation policy here

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