IRA Update & Review - Including New Tax Bill Changes (Web)

Member Fee:  $165 per connection
Non-Member Fee:  $265 per connection

Speaker: Debbie Crawford, gettechnical, Inc.

Click here for brochure

This webinar will cover: 

  • Product review for advanced students
  • A review of distribution rules
  • New problems and issues with IRAs
  • Inherited IRAs
  • Compliance and reporting issues
  • Common errors on IRAs
  • New numbers and new forms 

Tax Bill Changes:

  • repeal of the rule allowing re-characterization of IRA contributions
  • an extended rollover period for rollover of plan loan offset amounts
  • relief from the early withdrawal tax for “qualified 2016 disaster distributions” 
When
1/29/2018 3:30 PM - 5:00 PM

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