Opening and Maintaining IRAs - Fa21

Course Length
60 mins



Upcoming Sessions


Presented by: Ascensus 

This 60-minute program will be presented live on: September 22, 10:00-11:00 a.m. Central Time
Recording available through: December 22, 2021
Price: $225

To avoid IRS penalties, financial organizations must use the correct IRA opening documents and those documents must be current. They also must be aware of any changes to the rules and regulations contained in these documents. This webinar provides information on how to properly establish Traditional and Roth IRAs, as well as how to amend the IRAs to ensure that they are kept up to date.

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