IRA Excess Contributions and Recharacterizations Webinar
IRA Excess Contributions and Recharacterizations Webinar
Overview
This course walks through everything you need to know about excess contributions, including handling recharacterizations. You will learn how excess contributions occur, the different excess correction methods, and how you can help an IRA owner correct an excess contribution.
This learning opportunity is part of the complete Training Bundle series. Subscribe to get access to this webinar or eSchool, along with over 80+ webinars & eSchools covering critical topics for you and all your staff.
Pricing & Registration
Member
Non-Member
IRA Excess Contributions and Recharacterizations Webinar
IRA Excess Contributions and Recharacterizations Webinar
IRA Excess Contributions and Recharacterizations Webinar | On Demand
IRA Excess Contributions and Recharacterizations Webinar | On Demand
On Demand Only Option
Order the IRA Excess Contributions and Recharacterizations Webinar | On Demand
Member Discounts
All credit unions are invited to register for this event. Members receive a significant discount.
Additional discounts available to member credit unions:
- Less than $50 million in assets save 20%
- Council members save 10%
- League staff save 20%
- Multi-Attendee discount - Register four attendees and get the 5th free
Please include all registrations in the same order for the discount to apply
Only one discount can be applied per registration. If a registration qualifies for more than one discount, the highest-value discount will be applied.
Other non-credit union attendees should contact us to confirm eligibility.
Need help accessing member pricing? Contact 800-356-9655 or hello@americascreditunions.org.
Attendee Info
Code of Conduct
We want everyone's event experience to be welcoming, respectful, and safe. For more information, see our Code of Conduct.
Cancellations
All cancellations must be received in writing. Please explain the cancellation briefly and submit it via email to hello@americascreditunions.org. Cancellations received more than 30 days before the event are subject to a 25% administrative fee on the order total. No refunds will be granted for cancellations received on or after 30 days before the event. Substitutions are accepted before the start of the program. Additional costs may apply. Please provide the event name, current participant name, and new participant name to hello@americascreditunions.org.