IRA/HSA Update: Including New 2024 Penalty-Free IRA Distribution Options 2024 | Financial Education & Development Inc. | 16 January 2024 | Webinar
Venue
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| Event Date |
Wed Jan 17 UTC (11 months ago)
In your timezone (EST): Tue Jan 16 7:00pm - Tue Jan 16 7:00pm |
| Location | Webinar |
| Region | All |
Details
Learn what you need to know about the multiple 2024 regulatory changes here! This timely webinar will provide current information needed to make informed decisions about IRA and HSA plans and programs to individuals who interact with plan owners, or have IRA or HSA operational, compliance, or decision-making authority. As one year ends and another begins, a new IRA and HSA season is upon us. This beneficial program will cover the recent regulatory changes, clarifications, and interpretations. You’ll learn about the significant impact of recent legislation on IRA owners and financial organizations. Whether your job responsibilities are dealing directly with IRA and HSA owners or include operational, reporting, or managerial responsibilities, this session will provide you with practical insights into what is new and important in the world of IRA and HSA plans.
Who Should Attend?
This timely webinar is designed for staff who interact with IRA and HSA owners or have operational, compliance, or decision-making authority, as well as those who hold insurance or securities licenses.
Speakers
2024 Speaker
Frank Laloggia
Laloggia Consulting, Inc