Basics of Traditional IRAs Recorded Webinar

Learn the basics of establishing and administering Traditional
IRAs. CWF will walk you through the required documentation for
establishing traditional IRAs on a line-by-line basis, illustrating
the requirements regardless of whose forms are used.
Contribution eligibility, limits and exceptions will be thoroughly
reviewed. The required amendment process will also be
explained. See what IRS penalties are possible for non-compliance,
and more importantly, how they can be avoided.

 

Learn the basics of establishing and administering traditional IRAs.

The agenda includes:

IRA Overview
IRA Custodian/Trustee Role
IRA Tax Benefits
IRA File Maintenance
Requirements for Establishing traditional IRAs
IRA Beneficiary Documentation
IRA Amendments
Contribution Eligibility
Contribution Limits
Spousal Contribution Exception
IRA Deadline Exceptions
Contribution Documentation
Deductible vs. Non-Deductible Contributions
IRA Contribution Tax Credit