Hybrid Delivery Options (select your preference when registering) IBA Center for Banking Excellence, Springfield OR Live Streamed via Zoom 9:00 a.m. to 4:00 p.m. CT
Advanced IRAs builds on the attendees' basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle. This is an advanced session; previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations.
Course Topics
Complex Transactions
IRA Excess Contributions
Required Minimum Distributions
Beneficiary Options
IRA Reporting
Who Should Attend? You should attend this seminar if you are:
Fee Per Person Clients of Ascensus qualify for the IBA member rate. Member $265 Nonmember $445