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IRAs: Establishing and Amending-Sp23


Additional information

Presenter: Ascensus

This 60-minute program will be presented live on: February 22, 2023 – 10:00-11:00 a.m. CT

Recording available through: May 22, 2023

For the first time in about 20 years, due to the SECURE Act, the IRS is requiring all IRAs to be amended. The last time an amendment was required was in 2002, and also possibly in 2007 and 2010 for financial organizations using prototype documents. Are you familiar with the amendment requirements and the process for amending your documents? 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 them.

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