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IRA Seminar


Current topics to be discussed:
· The importance of understanding beneficiaries including a trust as a beneficiary
· Contribution rules and eligibility
· Differences between transfers, rollovers, and direct rollovers
·  RMD rules
· Death distributions (Note: the most asked questions)
· Why inherited IRAs are so valuable to beneficiaries
· How to handle excess contributions and recharacterizations
· Current events affecting IRA’s
· Reporting changes for 2013
· Brief overview of HSA accounts
Class ID: 209
CEU's: 6
Tuition: $99.00
Schedule Information:
DatesClass DaysTimesInstructor(s)
1/20/2015-1/20/2015Weekly - Tue 9:00 AM - 3:45 PM 1 TBD 
Registration Closes On: January 20, 2015 12:00 AM

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