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

Register Now