Session Topics201220122012
IRA EssentialsJanuary 3May 1August 21
Roth IRAsJanuary 17May 15September 11
Critical IRA UpdatesJanuary 31May 29October 2
25 IRA Rules — Part 1February 14June 12October 16
25 IRA Rules — Part 2February 28June 26October 30
The Missing IRA Estate PlanMarch 13July 10November 13
Naming Trusts As IRA BeneficiariesMarch 27July 24November 27
Rollover Decisions and Early DistributionsApril 17August 7December 18
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