For many IRA holders, New Year’s is a time to review their portfolios and research financial trends. But elite investors understand the key to prudent investing year-over-year is getting organized before diving into the year. And getting every IRA deadline on your calendar is step 1. Not prepared? Get ready with us!
Presented by in-house IRA expert and Director of Professional Development at The Entrust Group, John Paul Ruiz, this webinar covers:
- 2021 deadlines that IRA holders should know about
- Crucial IRS forms associated to each deadline
- Best practices to stay organized throughout 2021
As a bonus, you can download our 2021 Retirement Plan Deadlines Calendar below to keep you on track.
Date: January 13, 2021
Duration: 78 Minutes
Speaker: John Paul Ruiz - Director of Professional Development at The Entrust Group
Presentation Deck: View or download the PDF here.
Presentation Audio: Stream or download the mp3 here.
Bonus Material: Download our 2021 Retirement Plan Deadlines Calendar here.
We host monthly webinars on a variety of topics. Check out our event page to learn about upcoming event.