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Join us in Harrisburg for two full days of IRA training

Day 1 - we will cover the fundamentals of Traditional, Roth and Coverdell IRA’s to include:

  • eligibility
  • account opening and appropriate disclosures
  • different types of contributions
  • different types of distributions
  • deceased IRA owners 

Day 2 - we will dive into more advanced topics such as:

  • excess contributions
  • calculating income attributable (bring a calculator)
  • calculating required minimum distributions
  • trusts as beneficiaries
  • beneficiary payment options
  • sub accounts
  • characterizations

Choose either or both days of training depending on your needs or experience.

Training is presented by Joanne Broderick, Compliance Consultant, CUCE, BSACS

A networking lunch on each day is included in your registration.

  • When

  • Tuesday, July 11, 2017 - Wednesday, July 12, 2017
    9:30 AM - 4:30 PM
    Eastern Time

  • Where

  • PCUA Headquarters
    4309 N. Front St.
    Harrisburg, Pennsylvania 17110
    USA

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