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

Share

If you enjoyed this post, make sure you subscribe to my RSS feed!

Tags

None