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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 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.