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IRAs and Employer Plans: Recognizing Prohibited Transactions

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IRA training presented in partnership with Ascensus

Ascensus

 

IRA owners, employer plan participants, and financial organizations can face significant IRS fines and tax penalties result of a prohibited transaction. This course examines the prohibited transaction rules and common exemptions as they apply to IRAs and 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.

 

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

 

 

Cooperative Education

  

  

  

Details

September 17, 2024 2:00 pm - 3:00 pm EST