- This event has passed.
IRA Update and Review ,Webinar
January 9 @ 10:00 am - 12:00 pm CST
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?