Advanced IRAs builds on the attendees' basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle.
This is an advanced session; previous IRA knowledge is assumed.
The instructor uses real-world exercises to help participants apply information to job-related situations.
Course topics include:
- IRA update
- Required minimum distributions
- Beneficiary options
- Advanced portability
- ROTH IRA conversion contributions
- IRA challenge
Holiday Inn Express North Platte
300 Holiday Frontage Rd
North Platte, NE
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