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Ten Critical IRA Errors Advisors Must Avoid

Session Speakers
Session Description

Why Attend
For more than 40 years, IRAs have been available as a retirement-savings vehicle, but the rules surrounding them are constantly changing, and they are incredibly – and deceptively – complex. Learn how to identify and avoid these costly IRA mistakes.

Session Details
Each year, client mistakes, advisor errors and oversights by financial institutions cost clients millions of dollars in unnecessary taxation. This session seeks to reverse that trend by helping advisors to identify and avoid 10 of the most frequent and costly IRA mistakes. In this session, you will:

  • Learn the costly RMD errors many advisors make, without even knowing it.
  • Identify surprising implications for creditor protection when moving retirement assets.
  • Explore common mistakes made when beneficiaries inherit retirement accounts.
  • Discover other costly IRA errors that can derail a client’s retirement plan.

Additional Information
CIMA-1.5 hrs, CPE-1.5 hrs, CE-1.5 hrs
Pre-Conference Session
1h 15m
Session Schedule