Hot IRA Issues: Divorce, IRS Levies, Creditor Claims

Hot IRA Issues: Divorce, IRS Levies, Creditor Claims
Hot IRA Issues, Divorce, IRS Levies, Creditor Claims & Misunderstood Rules Webinar

This lively session brings you up to date on many consequential issues facing IRA owners, trustees and custodians. Current information, interpretations and best practices are addressed in this practical, easy-to-understand session. Do you know the difference between a transfer versus a distribution due to divorce? When are IRA plan agreements and disclosure statements required to be updated for SECURE Act changes? Join this informative session to explore many current and important IRA rules and turn confusion into confidence when dealing with common, but often misunderstood, IRA scenarios.

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Once online registration closes, please call CBAI at 800/736-2224 to register for this event.
When
4/29/2021
Where
Webinar

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