IRAs: Establishing and Amending - Sp22

Course Length
60 mins



Upcoming Sessions


Presented by: Ascensus 

This 60-minute program will be presented live on: February 16, 10:00-11:00 a.m. Central Time
Recording available through: May 16, 2022
Price: $275

For the first time in nearly 20 years, due to the SECURE Act, the IRS is requiring all IRAs to be amended in 2022. To avoid IRS penalties, financial organizations must use the correct and properly amended IRA opening documents. This course provides information on how to properly establish Traditional and Roth IRAs and how to amend IRAs.

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