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