IRA Excess Contributions and Recharacterizations
This course walks through everything you need to know about excess contributions, including handling recharacterizations. This course covers how excess contributions occur, different excess correction methods, and how you can help an IRA owner correct an excess contribution.
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Benefits
Convenient
Get retirement, health, and education savings plan training without leaving your office. Our large selection of webinars are available live or for digital download.
Expert Instructors
We have some of the industry's top ERISA-trained consultants who have specialized in retirement and savings plans for over 35 years.
Professional Development
Keep up on the latest rules and regulations, or maintain an industry designation by earning continuing education credits.
