Denise Appleby- Author, Speaker on IRAs & Employer Retirement Plans; Consultant, and Trainer of Choice for Financial and Tax Professionals
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
Information for joining the meeting will be sent to you 48 hours before the scheduled meeting time.
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Telephone: 973-313-9877Fax: 888-524-3120
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