IRA Basics Workshop

Workshop Information:

Day one of our two-day workshop will cover IRA Fundamentals. Throughout the day we will cover the fundamentals of Traditional, Roth, and Coverdell IRAs which will include the following rundown:

  • eligibility
  • account opening and appropriate disclosures
  • different types of contributions
  • different types of distributions
  • deceased IRA owners

Registration for this IRA Workshop costs $199 per person for CrossState members and $249 for non-members.

Record time: 2:19:50

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