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IRA Trusts, Rollovers and DistributionsNational Business Institute |
Sept. 11, 2017 Recorded Online Webcast |
Program Description Use IRA Trusts to Your Clients' Advantage Be prepared for specific challenges associated with IRA trusts by understanding their unique characteristics. Our essential primer will provide you with a comprehensive overview of these popular trusts, including drafting tactics, advantages of an IRA trust and critical sample forms needed to complete the process.
Course Content
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