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Free Webinar: Keeping Your IRA Compliant with the IRS going into The New Year

11/17/22 @ 5:30 pm - 6:30 pm MST

Free Zoom Webinar! Links to register are below.

November 17, 2022
5:30 pm – 6:30 pm MT

Join New Account & Education Director, Amie Roper, and Compliance Officer, Crystal Stoddard, with Mountain West IRA, as they discuss the forms and documents needed to keep your IRA compliant with the IRS.

They will give you an inside look at how Mountain West IRA handles the compliance of an IRA and important dates to remember for 2022 and 2023!

CLICK HERE TO REGISTER

They will be discussing:

  1. Required Minimum Distributions
  • What is an RMD
  • Who is required to take an RMD
  • When is it due
  • How to take an RMD

2. Form 1099-R

  • What is Form 1099-R
  • Who would get one
  • When does it go out
  • What do you do with it

3. Form 5498

  • What is Form 5498
  • Who would get one
  • When does it go out
  • What do you do with it

And much more! We will also leave time open for any questions you may have for Amie or Crystal. Register Now!

CLICK HERE TO REGISTER

*Disclaimer: Mountain West IRA, Inc. does not render tax, legal, accounting, investment, or other professional advice. This webinar is for educational purposes only. If tax, legal, accounting, investment, or other similar expert assistance is required, the services of a competent professional should be sought.

Organizer

Mountain West IRA
Email:
accounts@mwira.com

Prohibited transactions in IRA