IRAs, HSAs, and other tax favored accounts are constantly evolving—don't be left behind. Join our industry experts as they bring you up to date on recent proposed legislation, regulatory guidance that will affect your organization, and share important updates regarding the SECURE Act.
This webinar will review recently enacted legislation—and more that is anticipated—that will affect retirement and other tax-advantaged saving. The SECURE Act will be reviewed with a look into the remaining unanswered questions.
We will discuss recent and proposed regulatory guidance, also likely to have industry impacts. This webinar will also consider state initiatives in retirement preparedness and investor protection.
ICBA Members: $219
1 CPE Credit