What's New for Individual Retirement Plans (IRAs)?

Class | Available (Membership Required)

1833 W. Southern Mesa, AZ 85202 United States
BP-3S
2/18/2025 (one day)
2:00 PM-3:30 PM on Tue

What's New for Individual Retirement Plans (IRAs)?

Class | Available (Membership Required)

IRA rules changed with the enactment of SECURE 2019 and 2022 and are changing more in 2025. Are you up to date with Required Minimum Distributions both for your own accounts and any inherited IRAs? This class will focus on what you and your beneficiaries need to know to avoid any withdrawal penalties. It will also cover new contribution rules for 2025 for both IRAs and company retirement plans. This information is essential for a successful estate plan.

Beverly Bowers