2024 Winter/Spring Training - 1

WINTER/SPRING 2024 SEMINARS & WEBINARS
Provide the Best Knowledge to Your Clients
With Our Necessary In-Depth IRA Training
New Laws
for IRAs in
2024
Why Attend?
Administering IRAs is complex.
Our specialized training and
education are a must whether you
are just starting out or looking to
expand your knowledge.
Expand Your
IRA Knowledge
The more you know, the more
success you can provide for
your clients. Our IRA Training
Seminars and Webinars help
make you the expert.
What We'll Cover
 Comprehensive review of all
the need-to-know IRA rules
applicable to new-hires and
experienced staff
 SECURE Act, SECURE 2.0 Act
and IRS regulations affect
lifetime distributions and
death distribution rules
 2024 COLAs that increased
all IRA contribution limits
 Case studies of common
real-life IRA situations

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2024 Winter/Spring Training

Table of Contents for the Digital Edition of 2024 Winter/Spring Training

2024 Winter/Spring Training - 1
2024 Winter/Spring Training - 2
2024 Winter/Spring Training - 3
2024 Winter/Spring Training - 4
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