IRAs: Establishing and Amending

Ascensus

For the first time in about 20 years, due to recent enacted legislation, the IRS is requiring all IRAs to be amended. Are you familiar with the amendment requirements and the process for amending your documents? To avoid IRS penalties, financial organizations must use the correct and properly amended IRA opening documents. This course provides information on how to properly establish Traditional and Roth IRAs and how to amend them.

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