During this webinar, we will get ready for the year end wrap up. There are many new parts of the Secure Act 2.0 kicking in at year end.  Don't forget to check your death distributions, rollovers, transfers and distributions before we turnover to a new year.  Learn how common mistakes can escalate when we don’t catch them early.
 
Program Highlights:

•       Secure Act 2.0 many changes will kick in
•       Inherited IRA Distributions and Examples
•       RMDs for 73 and over
•       Compliance Issues—paperwork year end reporting and compliance
•       W-4R changes
•       Correcting Excess contributions
•       How to correct IRS reporting 
•       Compliance calendar
•       How to audit your IRAs
•       Reporting and Amendments
•       Product review
•       Finding errors in rollovers and transfers
•       HSA year end wrap up