IRA Excess Contributions and Recharacterizations

This course walks through everything you need to know about excess contributions, including handling recharacterizations. This course covers how excess contributions occur, different excess correction methods, and how you can help an IRA owner correct an excess contribution.

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Location Date Price
Online October 6, 2022 $199


Professional Development

Advance your career and grow your expertise by maintaining an industry designation and earning continuing education credits.


Get retirement, health, and education savings plan training without leaving your office. Our large selection of webinars are available live or for digital download.

Expert Instructors

We have some of the industry’s top ERISA-trained consultants who have specialized in retirement and other tax-favored savings plans for over 35 years.