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Understanding IRA Contributions: From Deadlines to Deductibility Rules Recorded Webinar | Ascensus


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With the tax deadline approaching, it’s important for your credit union to gear up for the hectic IRA contribution season. Your members will have questions and you need to have the answers!

This free webinar is presented by IRA expert Tammy Schultz, Consultant with the ERISA Compliance Department at Ascensus.

Tammy will cover both Traditional and Roth IRA issues, including contribution deadlines, contribution limits, possible tax credits, and traditional IRA deductibility rules.

Download the slides posted on SlideShare here:

Published in: Business
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