Each year, client mistakes, advisor errors, and oversights by financial institutions cost clients millions of dollars in unnecessary taxation. Learn the 10 most frequent and costly IRA mistakes to avoid contributing to that trend.
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. Each year, client mistakes, advisor errors, and oversights by financial institutions cost clients millions of dollars in unnecessary taxation. This recording seeks to reverse that trend by helping advisors to identify and avoid 10 of the most frequent and costly IRA mistakes.
Speaker:
Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, MSA
Lead Financial Planning Nerd at Kitces.com, CEO and Director of Advanced Planning for Buckingham Wealth Partners
Premier Continuing Education (CE):
- 1 hour of tax & regulations CE credit for CIMA®, CPWA®, and RMA® certifications
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- One year from the date purchased