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Webcasts  >  Upcoming   |   Recorded
Conferences  >  Upcoming   |   Grouped by Location
Combined  >  Upcoming   |   Recorded or Upcoming

View More Ascensus Webcasts and Conferences

IRA Legal Issues and How to Avoid Them

Ascensus

July 15, 2021
Recorded Online
Webcast

Although financial organization personnel do not give tax advice to clients, IRA administrators still may find themselves fielding legal questions. Generally there is no IRS guidance on how to handle IRA legal issues.

This webinar covers some of the more common legal issues that may arise with IRAs, such as powers of attorney, guardianships, creditors, beneficiary issues, and divorce, as well as how to handle these types of transactions to help mitigate risk for your organization.

Whether you’re interested in learning the fundamentals or want to explore more advanced topics, Ascensus webinars cover all aspects of retirement, health, and education savings plans.

These webinars also are available for digital download so you can view them when it’s convenient for you and your team.

More Information, How to Register

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