IRA Excess Contributions and Recharacterizations

This webinar walks you through everything you need to know to help an IRA owner correct an excess contribution as well as how to document it. Attendees will also learn all about conversions and recharacterizations and how to properly carry them out.

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Location Date Price
Online March 4, 2021 $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 savings plans for over 35 years.