4721 S Biltmore Lane
Madison, WI 53718
Home > GSB Online Seminar Series > IRAs – Establishing and Amending-Sp24
Home > Schools & Programs > IRAs – Establishing and Amending-Sp24
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$275.00
Date | 02/14/24 |
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Recording Available Until | 05/14/24 |
Presenter | 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.
4721 S Biltmore Lane
Madison, WI 53718