IRA Updates and Reminders

  • 20 Mar 2019
  • 12:00 PM - 1:00 PM

Registration

  • Webinar is free to those with current memberships.

Register

Overview

There have been a few changes that affect operational and tax reporting requirements for IRAs.

Join Denise as she provides an update on these changes, and discuss some of the steps you can take to help your clients protect their IRAs from penalties and unintended tax consequences.

No CE credits

Major Topics

  •     Changes and updates that affect IRAs
  •     Why it makes sense to start the RMD Process for clients now
  •     Reminders: Tax reporting Rules for IRA transactions
  •     Performing an IRA-check-up for clients


Target Audience

Anyone who provide IRA related  information to clients/prospects on IRAs

Advanced Preparation:

None

Information for joining the meeting will be sent to you 48 hours before the scheduled meeting time.

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Grayson, GA 30017

Telephone: 973-313-9877
Fax: 888-524-3120

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