Start Date: 4/29/2021 1:00 PM MDT
End Date: 4/29/2021 2:30 PM MDT
Location:
United States
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.
