Sponsored by Prudential: 12 IRA Mistakes: Help Your Clients Avoid Common and Costly IRA Pitfalls

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Nearly 40 percent of household financial wealth in the U.S are retirement assets, with IRAs accounting for the biggest share totaling $13 trillion. With nearly 11,000 baby boomers turning age 65 everyday, more Americans than ever before will be making decisions regarding their IRAs. Unfortunately, navigating the labyrinth of IRA rules and regulations can be complex and a tax trap for the unwary. This presentation will provide a detailed discussion of the most common and costly IRA mistakes people make and how to avoid them.

Topic(s): Sponsor Sessions
Presenter(s): Brandon Buckingham
Session#: FIN2402-105
Session Length: 45 minutes
Program: 2024 Finseca Advanced Markets
Date: May 22, 2024

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Brandon Buckingham

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Sponsored by Prudential: 12 IRA Mistakes: Help Your Clients Avoid Common and Costly IRA Pitfalls

Add To Cart

Presenters

Brandon Buckingham

Resources

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