Advanced IRA Workshop
Workshop Information:
Day two of our two-day workshop will cover IRA Advanced Topics. The day will include rundown of:
- excess contributions
- calculating income attributable (bring a calculator)
- calculating required minimum distributions
- trusts as beneficiaries
- beneficiary payment options
- sub accounts
- re-characterizations
Registration for this IRA Workshop costs $199 per person for CrossState members and $249 for non-members.
Record time: 1:50:33