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10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties – Denise Appleby – Add to cart

September 11, 2018 @ 3:00 PM - 4:00 PM EDT

Mistakes with IRA transactions are a common occurrence, which can result in loss of tax-deferred status and penalties being owed to the IRS. Advisors need to put measures in place to help their clients avoid mistakes and where possible, correct mistakes that have already been made.

CFP BOARD - CE Quality Partner - Retirement Resource Center

CFP BOARD – CE Quality Partner – Retirement Resource Center

This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

The course is $29 for non-members or free for members. Membership includes this no-quiz rebroadcast webinar, and 60+ live, rebroadcast, and recorded courses – 90 Days for $99 or 365 Days for $199. Become a Member and save on CE.