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
1111 W 22nd St Ste 700Oak Brook, IL 60523-1938(630) 573-1740