IRA training presented in partnership with 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.
To register for this webinar, please follow these simple steps:
- Click "Register for 2024 Webinars" and choose your price point
- Complete the "Personal Information" form, using "00000" as your Organization Number
- Select the webinars you'd like to attend
- Please note that webinar times are listed as CST on the Ascensus website.
- Enter the exclusive DISCOUNT CODE 'CCUA10' when completing payment to enjoy 10% off of your purchase
