Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings

Overview

Years of growth in a retirement account can be wiped out by one mistake. As such, retirement account owners and their advisors should take care to ensure that IRAs are operated in compliance with the governing regulations. This includes ensuring that distributions are handled properly and that movement of retirement assets, including between IRAs and employer plans, does not violate the limitations that apply.

Note: This is an on-demand webcast self-study course.