Start Date: 9/18/2024 9:30 AM MDT
End Date: 9/18/2024 10:30 AM MDT
Location:
United States
Whether you are new to the IRA world or looking for an informative refresher on traditional and Roth IRA rules, this session is for you. Join us to explore IRA plan eligibility, contribution, rollover, and transfer rules, and how they impact IRA owners as well as financial organizations. The new 529 College Savings Plan-to-Roth IRA rollover rule will also be covered.
For a more complete training experience, join us again on October 15th for Traditional & Roth IRAs Part B: Distributions, Taxation, Withholding & Penalties.
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