IRA's, Roths & Conversions-LIVE WEBINAR

Date

August 27th 10am to 1pm

Seminar Rates

Members:

$165

Non Members:

$175

Deadline to Register: August 25th

Location:

LIVE WEBINAR

You'll participate from your home or office

CPE - 3 Credits Tax

 Click Here To Register 

IRA's, Roths & Conversions Live Webinar

Speaker: Bob Jennings

This is a LIVE WEBINAR, not an in person seminar.

During this 3-hour course, attendees will learn strategies and methods for investing in an IRA account, including the comparisons between different types of retirement accounts and how to withdraw funds from and convert to Roth IRA’s. In addition, key learning points will cover navigating the life of your client’s IRA funds: where to report rollovers, deductible and nondeductible IRA’s, rollovers and transfers, prohibited transactions and investments, general tax planning, and saver’s credit.

This course reviews all rules for contributions, qualifications, allowable uses, deductions, phaseouts and rollovers for traditional and Roth IRAs.

Click Here To Register