OptionsHouse Tax Webinar: Getting the Most out of an IRA

Let’s talk all things IRA. Whether you want to know more about the possible tax benefits of contributing to a Traditional or Roth IRA, or you’re simply looking to understand more about the potential benefits of an IRA, this webinar is for you. Specifically, learn:
• Ins-and-outs of the different types of IRA accounts
• Rules around contributions, distributions, rollovers, transfers, conversions and recharacterizations
• Proper method to transfer accounts between custodians
• Important dates and timelines as well as the tax forms and deposit codes generated through IRA deposits and withdrawals


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