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IRA and HSA Seminar

Ascensus

Mar. 4, 2020 - Mar. 6, 2020
Texas

Basic IRA Course topics may include:

  • Introduction and Establishing IRAs
  • IRA Funding
  • IRA Distributions
  • IRA Portability

Advanced IRA Course topics may include:

  • IRA Update
  • Required Minimum Distributions
  • Beneficiary Options
  • Advanced Portability
  • Roth IRA Conversion Contributions
  • IRA Legal Issues

HSA Course topics may include:

  • HSA Advanced Concepts
  • HSA Certification Workshop
  • CHSP Exam Prep Workshop
  • HSAs and Medicare: What Happens at Retirement
  • HSA Overview

Location:
Courtyard Dallas Arlington / Entertainment District
1500 Nolan Ryan Expressway
Arlington, TX

Continue by clicking on the following link:
https://www2.ascensus.com/academy/ira-hsa-seminar-dallas-tx/

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