IRA Update and Review—2021-2022 Tax Season - 2022
Presented by
Deborah Crawford
Recorded on January 19, 2022
Have you completed this webinar? Please tell us what you think.
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.
Program Highlights:
-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
-Inherited IRAs
What you will receive:
600+ IRA Handbook
Deborah Crawford
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Ms. Crawford is always great at explaining the IRAs.
Ms. Crawford is always great at explaining the IRAs.
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