IRA 4th QTR Reminders, Updates and Open IRA-Forum

  • 29 Sep 2016
  • 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

Registration is closed

Presenter:  Denise  Appleby

 

Fee: $29 for nonmembers . Free for members

      

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.   

 

NO CE CREDITS 

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

 

Topics Covered:

  • SIMPLE IRA Deadlines
  • RMD deadlines
  • Beneficiary deadlines
  • Roth conversions
  • New self-certification rules for missing the 60-Day deadline
  • Other year-end deadlines
  • Open forum. Ask any IRA question.

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


Please see our cancellation policy here http://iraeducationcenter.com/page-1836478


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