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DTSTART:20221019T123000Z
DTEND:20221019T141500Z
LOCATION:VIRTUAL
UID:2204920221019T123000Z10 CRITICAL IRA ERRORS ADVISORS MUST AVOID
DTSTAMP:20260429T222727Z
DESCRIPTION:\nFor more than 40 years, IRAs have been available as a retirement-savings vehicle, but the rules surrounding them are constantly changing, and they are incredibly – and deceptively – complex. Each year, client mistakes, advisor errors and oversights by financial institutions cost clients millions of dollars in unnecessary taxation. This session seeks to reverse that trend by helping advisors to identify and avoid 10 of the most frequent and costly IRA mistakes.\n \nJeffrey Levine, CPA/PFS, CFP, MSA, a Financial Planning contributing writer, is the lead financial planning nerd at [Kitces.com](http://kitces.com/), and director of advanced planning for [Buckingham Wealth Partners](https://t.sidekickopen79.com/s1t/c/5/f18dQhb0S7lC8dDMPbW2n0x6l2B9nMJW7t5XYg1qMK6PN3LjtnvQK06lW8qC6LR56dRbsdzzgTH02?te=W3R5hFj4cm2zwW4mKLS-3CgpC7W3T1k7Y3zdz2DW3zd7jR45LMtqW41Rkmy1JxwY51V3&si=6471360948469760&pi=369b0537-e0ec-4362-9f3b-504a3d7e9e4e).\n \n  \n 
SUMMARY:10 CRITICAL IRA ERRORS ADVISORS MUST AVOID - Estate Planning Council of Eastern New York, Inc. 
PRIORITY:3
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DESCRIPTION:Reminder
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