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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

SIMPLE IRAs Simplified

  • 07 Aug 2012
  • 1:00 PM - 2:30 PM
  • Webinar


  • Gold package consulting clients. Please choose this option
    if you use our Gold consulting package.
  • Silver or Bronze package consulting clients.Please choose this option if
    you use our Silver or Bronze consulting packages.

Registration is closed

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

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

Topics Covered:

•· Module 1: Definition of SIMPLE IRA Plans

•· Module 2: Eligible Businesses

•· Module 3: Identifying eligible employees

•· Module 4: Setting Up the Plan

•· Module 5: Administration

•· Module 6: Contributions

•· Module 7: 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.


  • Copy of PowerPoint presentation
  • SIMPLE IRA Quick Reference Guide


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Grayson, GA 30017

Telephone: 973-313-9877

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