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The Advanced IRAs & Reporting Workshop |
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| Upcoming Workshop Sites Include: |
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SITE |
DATE |
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Baltimore, Md |
1/27/09 |
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Martinsburg, Wv |
1/29/09 |
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Williamsport, Pa |
2/24/09 |
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Carlisle, Pa |
2/26/09 |
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Topics Covered in this Workshop |
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- 1099-R Reporting
- IRA Withholding
- 5498 Reporting
- Distribution Codes
- Trust Beneficiaries
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- Rollover Eligibility
- Death Distributions
- Early Withdrawals
- Subsequent Beneficiaries
- Lifetime Distributions
- Required Distributions
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How to Register -- Advanced registration is required. Enrollment is limited and is accepted in the order received. Registration is not guaranteed until receipt of your payment. Please consult the ordering information to register.
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| The IRA Doctor
P.O.Box2306 Mtn. Lake Park, Md 21550 fax#800-789-8905
phone#800-255-2593 Email the IRA Doctor at iradoc@mac.com |
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