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Ongoing
Basic and Advanced IRA-Fall Session
Basic and Advanced IRA-Fall Session Patrice M. Konarik, president of Sunwest Training Corporation, will cover the basic and advanced aspects as an IRA custodian. The Day 1 basic seminar will include beginning knowledge of IRA terminology, proper IRA set-up and plan opening, qualifications and contribution limits for all IRA plan types, rollovers and transfers, and basic distribution information. The Day […]