Financial advisors, tax professionals, and individuals who support IRAs and employer plans (employees of financial institutions who answers questions about and handle transactions for IRAs and employer plans)
The primary reason for saving in an IRA or employer plan account is tax deferral of earnings. Beneficiaries can continue to enjoy this benefit, within certain limitations. In order to do so, beneficiaries must understand the distribution options that are available to them and make sure that any election made or transaction processed does not result in unintended distributions, which would lead to loss of tax-deferral and other tax saving opportunities. Tax professionals can provide retirement account owners and beneficiaries with the guidance needed to ensure the protection of available benefits.
Individual webcastCPE Credit:
This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.