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DTSTAMP:20260519T145513Z
DTSTART:20261214T160000Z
DTEND:20261214T180000Z
LOCATION: Your Desk
SUMMARY: IRAs: What You Need to Know about Contributions\, Conversions and Distributions WEBCAST
DESCRIPTION: Dive into the essentials of IRAs with this course. We'll go well beyond the basics to cover crucial topics: when to convert traditional IRAs to Roth IRAs\, how to minimize tax on conversion\, and when clients should recharacterize IRA contributions (and how to recharacterize). We'll also discuss how to get waivers for clients who fail to take required minimum distributions and other traps in the IRA area including prohibited transactions\, excess contributions\, and impermissible investments.
CLASS:PUBLIC
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