IRA Legal Issues and How to Avoid Them

Although financial organization personnel do not give tax advice to clients, IRA administrators still may find themselves fielding legal questions. Generally there is no IRS guidance on how to handle IRA legal issues. This webinar covers some of the more common legal issues that may arise with IRAs, such as powers of attorney, guardianships, creditors, beneficiary issues, and divorce, as well as how to handle these types of transactions to help mitigate risk for your organization.

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Location Date Price
Online July 15, 2021 $199


Professional Development

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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.