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Congress and the IRS have made changes and are proposing more changes to IRA distributions. Learn the most recent information so you can guide your clients in this important area
Learning Objectives:
Determine what has changed and what hasn’t as well as the impact to IRA distributions
Identify what potential planning opportunities are available for your clients
Speaker(s):
Theodore
J. Sarenski,
CPA/PFS, CFP, AEP, CGMA,
Wealth Adviser,
Sage View Advisory Group