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SOP2202 - IRA Update/Distribution Planning

‐ Oct 31, 2022 10:45am

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



Concurrent Session Onsite and Online

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