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New IRA Withholding Forms and Agenda Updates to be Highlighted During IRA Workshops

In conjunction with Ascensus, MCUL is holding two IRA: Essentials and Advanced Virtual Workshops during 2023. Registration is now open for the Spring workshop on April 18-19.

Registration will open in the near future for the Fall workshop Oct. 18-19.

Participants may choose to attend either- or both-days of the event based on their experience level. Seasoned IRA professionals will want to review the agenda for the second day "Advanced" materials which have been updated to include IRA legal issues, excess contributions, required minimum distributions, beneficiary options and withholding requirements, along with the new IRA withholding forms.

Register Now

Registration is $289 per person, per day. To view the details of what will be covered each day of the "Essentials" and "Advanced" presentations or to register, click here.

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