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IRAs Advanced Workshop - Day 2

 

Wednesday, February 19, 2014

Kalahari Resort & Convention Center
1305 Kalahari Drive, Wisconsin Dells

 

About the Program

 

Advanced IRAs builds on the attendees’ knowledge of IRA basics to address some of the more complex IRA issues their financial organizations may handle. This is an advanced session; previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations.

 

Agenda includes:

 

  • IRA Amendments
  • Resolving Contribution Issues
  • Advanced Portability
  • Required Distributions
  • Withholding

 

Who Should Attend: IRA Specialists, Branch Managers



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