WEBINAR DETAILS

This informative session has something for everyone. Whether relatively new to IRAs or a seasoned veteran, you’ll get valuable information regarding IRA plan establishment, required amendments, and eligibility. Join us for a lively review of current traditional and Roth IRA contribution limits and deadlines and explore the differing responsibilities of financial institutions and IRA owners. The new implications of the Secure Act will also be covered.

Attendance certificate provided to self-report CE credits.

WHO SHOULD ATTEND?

This session will provide timely guidance to individuals who have IRA operational, compliance, or reporting responsibilities and those who deal face-to-face with IRA owners. This session will also provide managers, registered representatives, and licensed insurance representatives with a solid understanding and appreciation of the current rules and responsibilities that come with establishing, amending, and accepting contributions for IRA plans..