21CF-EPFX: MNCPA Estate and Personal Financial Planning Conference (Virtual Only)
J1. 10 Critical IRA Errors
Speaker:
Jeffrey Levine
Tue, 12:40 pm - 1:55 pm
For more than 40 years, IRAs have been available as a retirement-savings vehicle, but the rules surrounding them are constantly changing, and they are incredibly — and deceptively — complex. Each year, client mistakes, adviser errors and oversights by financial institutions cost clients millions of dollars in unnecessary taxation. Learn to identify and avoid 10 of the most frequent and costly IRA mistakes.
NASBA field of study: Specialized Knowledge - Technical (1.5)
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