Wolters Kluwer Podcast: What’s Changed and What You Need to Know for Your IRAs

Are you prepared for the significant legislative and regulatory developments that continue to impact IRAs? As baby boomers reach retirement age, banks will see an increase in IRA portfolio balances and should be prepared to serve as IRA trustees. Though many banks act as an IRA trustee or custodian, most are challenged with staying on top of the complex rules and regulations, and often tend to overlook the impact the changes will have on operating systems, procedures and transaction documents.

In this podcast episode, Update and Current Status of IRAs: What Has Changed and What You Need to Know,” CBSC preferred partner, Wolters Kluwer, has industry experts Samir Agarwal and Michael Schiller discussing how current rules, including the SECURE Act and the CARES Act, impact IRAs. Add this podcast series to your playlist today!