To pass, or not to pass - that is the question! What will Congress do with the Tax Reform Act before the end of the year? If this does pass, it usually brings changes to IRA accounts. We will discuss the new changes - if any - and give you procedures on how to handle these changes, as well as many other topics.
What You Will Learn:
Participants will get the answers to these and many more common questions.
Who Should Attend?
IRA personnel in New Accounts, CDs, Trust, Investments and Savings Departments who are involved in opening, selling, and administration of IRA accounts will benefit greatly from thorough discussion of the more complicated aspects of the IRA and from the "Annual IRA Update and Review". A working knowledge of IRAs will help participants understand the more complicated areas of this Webinar.
If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.