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May 22, 2024

7 Critical IRA Errors to Avoid

Every year, client missteps, professional errors and oversights by financial institutions result in millions of dollars of unnecessary client taxation. But that doesn’t have to happen. During this webinar, you’ll learn how to identify and avoid the most frequent and costly IRA mistakes.

As a CPA, you understand the rules around IRAs are constantly changing, and they are incredibly and deceptively complex. In fact, each year client mistakes, professional errors and oversights by financial institutions result in millions of dollars of unnecessary client taxation. In this webinar, you’ll learn how to identify and avoid some of the most frequent and costly IRA mistakes.

Join Chief Planning Officer Jeffrey Levine, CFP®, CPA as he shares information on the general principles of financial, insurance, investment, income, retirement and estate planning, including:

  • The costly RMD errors many advisors make without even knowing it!
  • Surprising implications for creditor protection when moving retirement assets.
  • The common mistakes spouses make when inheriting retirement accounts.
  • Other detrimental IRA errors that can derail a client’s retirement plan.

For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based on third party data and may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this article. Please be advised that Focus only shares video and content through our website, Facebook, LinkedIn page, and other official sources. We do not post investment advice on WhatsApp, Telegram, other interactive applications, or other similar platforms. Rather, Focus provides investment advice only through individualized interactions with clients with any other information being for educational purposes only. If you ever have a question about the authenticity of a video or content claiming to be produced by Focus or its associates, please reach out via the contact us button on this site for verification. R-24-7270

Category

Retirement

Content Topics

About the Author

Jeffrey Levine

Chief Planning Officer

Clients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Focus team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.
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