IRA Overview: Traditional, Roth & SEP Plans

IRA Overview: Traditional, Roth & SEP Plans
IRA Overview: Traditional, Roth & SEP Plans

Whether you are relatively new to the IRA world or looking for an informative refresher on traditional and Roth IRA rules, this session is for you. From plan eligibility and contribution rules to portability and plan distribution rules, we explore the fundamental concepts that have the greatest impact on your IRA program. We also explore the fundamental concepts of SEP plans (Simplified Employee Pension plans) and explain how easily SEP contributions may be made directly into existing traditional IRA accounts.

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Once online registration closes, please call CBAI at 800/736-2224 to register for this event.
When
11/30/2021
Where
Webinar

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