IRAs - Establishing and Amending-Fa23 - Graduate School of Banking

Home > GSB Online Seminar Series > IRAs – Establishing and Amending-Fa23

Home > Schools & Programs > IRAs – Establishing and Amending-Fa23

Please log-in to purchase.

Purchasing for others?

Learn How

Please log into your account at GSB.org using your own credentials before adding programs to your cart. (If you don't have an account, you'll need to create one; if you have forgotten your password, you can reset it.)

If you'd like to purchase for someone else, or use a payment method associated with another employee, you'll be prompted for that information on a future screen – but please use only your own credentials when making the initial program selection.

IRAs – Establishing and Amending-Fa23

$275.00

Additional information

Ols date	9/20/2023
Recording available	12/20/2023
Presenter	Ascensus
Program Time	10:00-11:00 a.m. CT
Ols 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 in 2022. 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.

Schools

Forums

Programs & Certificates

Online Seminars

Meet GSB

Current Students

Alumni

IRAs – Establishing and Amending-Fa23

Additional information

Space is Limited – Check Program Deadlines and Apply Early

Quick Links

Resources