During this webinar we will cover everything new on IRAs.  You will also get a good product review and update for the tax season. We will look at how to correct excesses, do conversions, recharacterizations and look at IRS reporting. If there are IRA changes, this program will be updated to reflect those changes. There is still some legislation pending.

Topics include:

• Regulations on RMDs 
• Traditional, Roth, SEP and SIMPLE review
• Complicated movements—rollovers, transfers, conversions and recharacterizations
• Correcting excess contributions
• New numbers and phaseouts for 2024
• Getting a handle on the paperwork and reporting
• Inherited IRAs—Designated, Eligible Designated, Trusts