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Excess IRA Contributions

Course Description

This course explains how excess IRA contributions occur, how they can be corrected before or after the applicable deadline (generally October 15 of the year following the contribution of those who file their returns by the due date, including any extensions), and the associated reporting and record keeping requirements.
60 Minutes
Series: Retirement Management
Roles: Compliance - Internal Audit, Operations & IT, Retail
Course Format: Online Self-Paced
Package: Breakthrough

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