Opening and Amending IRAs
To avoid IRS penalties, financial organizations must use the correct IRA opening documents and those documents must be current. They also must be aware of any changes to the rules and regulations contained in these documents. This webinar provides information on how to properly establish Traditional and Roth IRAs, as well as how to amend IRAs to ensure that they are kept up to date.
|Online||February 9, 2021||$199|
|Online||November 2, 2021||$199|
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We have some of the industry’s top ERISA-trained consultants who have specialized in retirement and savings plans for over 35 years.