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Helping Clients Avoid 12 Common and Costly IRA Mistakes

March 31, 2020 @ 1:00 PM - 2:00 PM





Nearly 40 percent of household financial wealth in the U.S. are retirement assets, with IRAs accounting for the biggest share totalling $9 trillion. With nearly 10,000 baby boomers turning age 65 everyday, more Americans than ever before will be making decisions regarding their IRAs. Unfortunately, navigating the labyrinth of IRA rules and regulations can be complex and a tax trap for the unwary. This presentation will provide a detailed discussion of the most common and costly IRA mistakes people make and how to avoid them. The course will cover mistakes regarding contributions, investing, rollovers, transfers, distributions, RMDs and beneficiary designations. Understanding the IRA rules and how to help clients avoid common and costly mistakes will help you become your clients’ IRA advisor of choice.




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