Please select the lesson(s) that you'd like to register for.

IRA Basics
Forms & Documentation Compliance
New Law Changes for IRAs in 2023 & 2024 IRA Updates
Understanding Death Distributions
Lifetime and Death RMDs Case Studies
Solving Beneficiary Issues
IRA Reporting
IRA Contributions
IRA Rollovers, Transfers, and Conversions
IRA Distribution Compliance

Each lesson is $249 each and includes 60-day on-demand playback, printable outline, and a FREE phone-in Q&A session. If you sign up for all three lessons, you'll receive a 10% discount.

Each lesson is $249 each and includes 30-day on-demand playback, printable outline, and a FREE phone-in Q&A session.