IRA Workshop Day Two
December 7, 2022 | 10:00 am to 3:00 pm
CrossState Credit Union Association - Harrisburg
4309 N Front Street Harrisburg, PA 17110
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4309 N Front Street Harrisburg, PA 17110
Event 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.