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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


IRA Year-End Reminders, Updates and Open IRA-Forum

  • 19 Nov 2015
  • 1:00 PM - 2:00 PM
  • Webinar: TIME ZONE : EST

Registration

  • Webinars are always free for Gold members. Some webinars are free to other members, depending on membership level
  • General Public. Webinars are always free for Gold members. Some webinars are free to other members, depending on membership level. Become a member and get free access to webinars and more
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Presenter:  Denise  Appleby

       

Description: A high level reminder of transactions that are required to be completed by the end of the year and the rules that apply, and  recent changes to IRA rules. Ask any question about IRAs , rollover from employer plans, and employer plans for small businesses.   

 

Target Audience: Financial Advisors | Tax professionals | Financial professionals, including the staff at Credit Unions, Banks, Brokerage Firms and other financial institutions

 

Topics Covered:

  • RMD deadlines
  • Beneficiary deadlines
  • Roth conversions
  • New after-tax rollover rules
  • New IRA rollover limitations
  •          
  • Other year-end deadlines
  • Open forum. Ask any IRA question.

Q & A Session

Please Note: We will send you the information to dial into the webinar at least 24 hours prior to the scheduled start time.

 

SPACE IS LIMITED. REGISTER NOW AND RESERVE YOUR SPOT

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