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What IRA Holders Need to Be Aware of at Year End

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.

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