Recording - Opening and Maintaining IRAs - Fa20

Course Length
90 mins




Presented by: Ascensus 

This 90-minute program will be presented live on: September 23, 10:00-11:30 a.m. Central Time
Recording available through: December 23, 2020
Price: $275


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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