Seminar outline: IRAs with Hair: What to do with an IRA that has a Shady Past
Price: $39.95
The description:
The world of IRA mistakes is like the children’s game “Chutes and Ladders.” Your client falls down the “chute” by making an IRA mistake. What IRS horrors await him? Before the IRS destroys your client’s retirement security, you need to find a “ladder” to bring the client’s IRA back up to the sunny skies of retirement heaven!
The Problems: Sooner or later you will have a client with a missed minimum distribution, excess contribution, bungled Roth conversion, rollover snafu, or other IRA misstep.
The Punishments: Know whether your client faces a 6%, 10%, or 50% penalty, a deemed distribution, or complete disqualification of his IRA.
The Remedies: Learn when and how to use corrective distribution, absorption, recharacterization, hardship waiver of a deadline or a penalty, or a rollover to solve your client’s problem.
Preview “IRAs with Hair: What to do with an IRA that has a Shady Past”
Download free sample pages (pdf.)
Order online version: $39.95. You will receive a link to a pdf version which you can download to your PC and read on screen or print and read.
