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Join this webinar to explore IRA plan eligibility, contribution, rollover, and transfer rules, and learn how they impact IRA owners as well as financial organizations and will review the investment opportunities for individuals to save for retirement, including IRAs, Roth IRAs, Backdoor Roth IRAs, SIMPLE IRAs, and other employer-sponsored retirement plans.
We will conduct a comprehensive review of these investment vehicles, providing participants with a thorough understanding of their features, benefits, and eligibility criteria. By delving into the intricacies of each option, individuals will be empowered to make informed decisions and devise a personalized retirement savings strategy that aligns with their financial goals.
Topics Covered
Learning Objectives:
Credits and Other information:
Recommended CPE credit – 2.0 Tax Hours
Recommended field of study – Tax
Session Prerequisites and preparation: None
Session learning level: Basic
Location: Virtual/Online
Delivery method: Group Internet Based
IRS Course ID: DFFSC
Attendance Requirement: Yes
Session Duration: 2 Hours
Case Studies and Live Q&A session with speaker
PowerPoint presentation for reference
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