Event Calendar

Thursday, April 29, 2021

Webinar - Hot IRA Issues: Divorce, IRS Levies, Creditor Claims & Misunderstood Rules

Date(s): April 29, 2021

Time: 1:00 PM  MST - 2:30 PM  MST

This lively session will bring you up to date on many consequential issues facing IRA owners, trustees, and custodians.  Current information, interpretations, and best practices will be addressed in this practical, easy-to-understand session.  Do you know the difference between a transfer versus a distribution due to divorce?  When are IRA plan agreements and disclosure statements required to be updated for SECURE Act changes?  Join this informative session to explore many current and important IRA rules and turn confusion into confidence when dealing with common, but often misunderstood IRA scenarios.




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