| Discussion Leader: | Timothy Skwiot, Founder, Managing Partner, Financial Advisor, Waterview Wealth Management & Stephen Gilbert, CFP, CLU, ChFC, AEP, RICP, CRPC, CASL, Vice President of Advanced Planning, Prudential | |
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| Date/Time: | Jun 16, 2026 8:30 am - 12:00 pm |
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| Location: |
Zoom Live Video Conference , |
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| Details: | Nearly 40 percent of household financial wealth in the U.S. are retirement assets, with IRAs accounting for the biggest share totaling $14.5 trillion. With nearly 10,000 baby boomers turning age 65 everyday, more Americans than ever before will be making decisions regarding their IRAs. Unfortunately, navigating the labyrinth of IRA rules and regulations can be complex and a tax trap for the unwary. This presentation will provide a detailed discussion of the most common and costly IRA mistakes people make and how to avoid them. We will discuss mistakes regarding contributions, rollovers, Roth conversions, distributions, RMDs and beneficiary designations. Join us and we can help you navigate the labyrinth of IRA rules and regulations which can be complex and a tax trap for the unwary. CPAs, EAs, Tax Pros attend this Zoom LVC seminar to best advise your clients.
Registration Form: 2026 Spring CPE Registration Form |
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| CPE Credit Hours: | 4 |