IRA Excess Contributions and Recharacterizations

IRA training presented in partnership with Ascensus

You will learn everything you need to know about excess contributions, including handling recharacterizations. This course covers how excess contributions occur, different excess correction methods, and how you can help an IRA owner correct an excess contribution.

To register for this webinar, please follow these simple steps:

1. Click "Register for 2024 Webinars" and choose your price point
2. Complete the "Personal Information" form, using "00000" as your Organization Number
3. Select the webinars you'd like to attend
   • Please note that webinar times are listed as CST on the Ascensus website. 
4. Enter the exclusive DISCOUNT CODE 'CCUA10' when completing payment to enjoy 10% off of your purchase

Use Code CCUA10 to Register