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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 |
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Carlisle, Pa |
11/20/08 |
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Dayton, Oh |
12/9/08
|
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Indianapolis, In |
12/11/08
|
|
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Birmingham, Al |
12/16/08
|
|
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Atlanta, Ga |
12/18/08 |
|
| |
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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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