IRA Legal Issues
Although financial organization personnel do not give tax advice to their clients, IRA administrators still may find themselves fielding legal questions. Generally, there is no IRS guidance on how to handle IRA legal issues. This course 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.
|Online||July 14, 2022||$199|
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.
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.