The IRA Doctor

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The IRA Review & Update Workshop

 
Upcoming Workshop Sites Include:
  SITE DATE  
  Baltimore, Md 10/28/08  
  Somerset, Pa 11/13/08  
  Williamsport, Pa 11/18/08  
  Carlisle, Pa 11/20/08  
  Dayton, Oh 12/9/08
 
  Indianapolis, In 12/11/08
 
  Birmingham, Al 12/16/08
 
  Atlanta, Ga 12/18/08  
 
 

Topics Covered in this Workshop

 
  • Roth IRAs
  • Education Savings Accounts
  • Subsequent Beneficiaries
  • Early Withdrawals
  • Rollovers
  • Rollover Eligibility
  • Transfers
  • IRA eligibility
  • Conversions
  • Required Distributions
  • IRA contributions
  • Beneficiary Basics
  • Recharacterizations
  • Trust Beneficiaries
  • Traditional IRAs
  • Death Distributions
 
 
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.
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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