Description

The concept of seven deadly sins can be traced back to Aristotle and ancient Greece. Gluttony, lust, greed, pride, anger, pride and envy can each be reflected in an IRA investment mistake:

• Gluttony exemplified by failure to distribute the taxpayer’s RMD
  
• Greed could be the personal use of a self-directed IRA, etc.

This session will provide practical solutions on how CPAs can work with individual clients to avert or fix major IRA mistakes.

Learning Objectives:

• Understand the importance of Proper IRA Investment
• Learn how to avoid major IRA mistakes
• Understand how to invest your IRA for the long haul

Speaker(s):

• Robert Caplan, CPA, Partner, Caplan & Wong CPAs, LLP