IRAs and Employer Plans: Recognizing Prohibited Transactions

Ascensus

IRA owners, employer plan participants, and financial organizations can face significant IRS fines and tax ramifications as a result of a prohibited transaction. This course examines the prohibited transaction rules and common exemptions as they apply to IRAs, employer plans, and financial organizations. Join this session to learn how to identify and prevent prohibited transactions, and possible ways to resolve them once they occur. 
 

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