Monday, March 18, 2019
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IRA Update and Review ,Webinar

January 9 @ 10:00 am - 12:00 pm CST

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Participants will get the answers to these and many more common questions.

  • What are the legislative updates for 2019?
  • Clarifying reporting of Qualified Charitable Distributions to the IRS and why they will become more prevalent over the next couple of years.
  • What are the mandatory notices and reporting to be distributed to IRA accountholders in January 2019?
  • What is the constant danger in confusing the “IRA direct transfers” terminology with “QP direct rollovers”?
  • Why are IRA accountholders getting so many unnecessary letters and bills from the IRS?

Venue

https://www.BankWebinars.com/Webinar/Details/3019/?idAff=81981