IRA Basic & Advanced Issues | Mar. 3 & 4

This intensive 2-day format will help you pull it all together by helping you learn the following:  

  • Understanding the Top 20 Basic Terms of IRAs.
  • Reviewing the most commonly used forms to create and complete IRA transactions.
  • IRA plan types, Traditional, Roth and SEP.
  • Complicated areas of Rollovers and Transfers, Health Savings Accounts and IRA Distributions to owners and beneficiaries, and IRS reporting, to better understand the SECURE and CARES Act of 2020.