Traditional & Roth IRA Part 1: Eligibility, Contributions, Rollovers & Transfers 2022 | Financial Education & Development Inc. | 13 September 2022 | Webinar
Venue
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| Event Date |
Tue Sep 13 PDT (about 2 years ago)
In your timezone (EST): Tue Sep 13 3:00am - Tue Sep 13 3:00am |
| Location | Webinar |
| Region | Americas |
Details
Traditional and Roth IRAs are extremely popular methods to save for retirement.
This two-part series will cover everything you need to know, with Part 1 focusing on eligibility, contributions, rollovers, and transfer rules. Learn the concepts that impact accountholders and institutions most. Don’t miss these highly informative programs.
Whether you are new to the IRA world or looking for an informative comprehensive update or refresher on traditional and Roth IRA rules, this session is for you. Join us for a lively, well-paced program on IRA plan eligibility, contributions, rollovers, and transfer rules. Part 1 of this two-part series will explore the concepts that have the greatest impact on IRA owners and financial organizations. For a more complete training experience, join us again on October 18th for Part 2: Distributions, Taxation, Withholding & Penalties.
Speakers
2022 Speaker
PRESENTER:
Frank J. LaLoggia
President , LaLoggia Consulting, Inc.