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Opening and Maintaining IRAs

September 22, 2021 10:00 am - 11:00 am
Register

Price: $225

Presented by: Ascensus

To avoid IRS penalties, financial organizations must use the correct IRA opening documents and those documents must be current. They also must be aware of any changes to the rules and regulations contained in these documents. This webinar provides information on how to properly establish Traditional and Roth IRAs, as well as how to amend the IRAs to ensure that they are kept up to date.