IRA Year-End Update: New & Important IRA Issues & Answers

November 28, 2023
Live Webinar:
DateNov 28, 2023Duration90 minutes
12:00 PM PST01:00 PM MST
02:00 PM CST03:00 PM EST
  • Unlimited connections for your institution
  • Available on desktop, mobile & tablet
  • Take-away toolkit
  • Presenter’s contact info for questions
On-Demand Webinar:
  • Unlimited & shareable access starting two business days after live stream
  • Available on desktop, mobile & tablet devices 24/7
  • Take-away toolkit
  • Ability to download webinar video
  • Presenter's contact info for questions
See Registration Options

Further details will be available 45 days prior to the webinar date.

Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your agency is prohibited. Print materials may be copied for eligible participants only.

WEBINAR DETAILS

This webinar will bring you up to date on the most important issues facing traditional and Roth IRA owners and financial organizations today.  It will identify and address key areas of IRA reporting and administrative noncompliance, as well as the current status of any late-breaking and pending legislation issues and their potential impact on IRA owners and programs.

Presented By

Frank J. LaLoggiaFrank LaLoggia
LaLoggia Consulting, Inc

This Webinar Appears In

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