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
Get Directions Register Here

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.