Back to All Events

IRA Legal Issues and How to Handle Them

Although financial organization personnel do not give tax advice to clients, IRA administrators still may find themselves fielding legal questions. Generally there is no IRS guidance on how to handle IRA legal issues. This webinar covers some of the more common legal issues that may arise with IRAs, such as powers of attorney, guardianships, creditors, beneficiary issues, and divorce, as well as how to handle these types of transactions to help mitigate risk for your organization.

Earlier Event: July 11
HSA University - Session 3