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During this webinar we will cover everything new on IRAs. You will also get a good product review and update for the 2021-2022 tax season. We will look at how to correct excesses, do conversions, recharacterizations not to mention a look at IRS reporting. If there are IRA changes, this outline will be updated to reflect those changes.
-Proposed Changes in the Build Back Better Act
-Traditional, Roth, SEP and SIMPLE review
-Complicated movements—rollovers, transfers, conversions and recharacterizations
-Correcting Excess contributions
-New Numbers and phaseouts for 2022
-Getting a handle on the paperwork and reporting
What you will receive:
600+ IRA Handbook
Questions and Answers