Start Date: 10/18/2022 9:00 AM MDT
End Date: 10/18/2022 10:30 AM MDT
Location:
United States
Whether you are new to the IRA world or looking for an informative comprehensive update or refresher on traditional and Roth IRA rules, this session is for you. Join us for a dynamic program on IRA plan distributions, taxation, withholding, and penalty tax rules. You’ll explore the concepts that have the greatest impact on IRA owners and financial institutions. For a more complete training experience, also register for Part 1: Eligibility, Contributions, Rollovers & Transfers on September 13th.