IRA Training Programs
IRA Beneficiary Distributions-Sp24
This two-part comprehensive course covering in-depth aspects of Traditional and Roth IRA beneficiary options that addresses all the changes resulting from the SECURE Act, including essential topics of beneficiary election deadlines, distribution rules and restrictions, reporting requirements, and year-of-death required minimum distribution issues.
IRAs – Is Your Program in Compliance?-Sp24
This course will guide you through these areas of compliancy and provide checklists to help manage the compliance process, helping to ensure IRS penalty-free IRA program.