IRAs - Establishing and Amending-Fa24 - Graduate School of Banking

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IRAs – Establishing and Amending-Fa24

$275.00

Additional information

Date	9/25/2024
Recording Available Until	12/25/2024
Presenter	Ascensus
Company	Ascensus
Program Time	10:00 am-11:00 am CT
Duration	60 minutes

For the first time in nearly 20 years, due to the SECURE Act, the IRS is requiring all IRAs to be amended To avoid IRS penalties, financial organizations must use the correct and properly amended IRA opening documents. This course provides information on how to properly establish Traditional and Roth IRAs and how to amend IRAs.

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IRAs – Establishing and Amending-Fa24

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