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This 60-minute program will be presented live on: March 1, 2023 – 10:00-11:00 a.m. CT
Recording available through: June 1, 2023
Learn all aspects of the Roth IRA, including features and benefits and how the Roth IRA stands out from other retirement savings accounts. Leave this course with a more thorough understanding of the tax advantages, contribution eligibility rules, reporting requirements, portability options, and advanced distribution issues, including the often asked about Roth IRA loophole.