As the year comes to a close, IRA holders need to be aware of a number of upcoming deadlines. In this webinar we discuss the finer points of what you need to prepare as deadlines for the following approach:
- Fair Market Valuations (FMVs)
- Required Minimum Distributions (RMDs)
- Qualified Charitable Distributions (QCDs)
- Roth Conversions
Watch this webinar, presented by John Paul Ruiz, The Entrust Group’s Director of Professional Development, to learn important year end information.
Date: December 11th, 2019
Duration: 83 Minutes
Speakers: John Paul Ruiz, Director of Professional Development at The Entrust Group
We host monthly webinars on a variety of topics. Check out our event page to learn about upcoming events.