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When was the last time the advisor attended a seminar or training session on IRAs?

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When was the last time the advisor attended a seminar or training session on IRAs?

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Any IRA knowledgeable advisor should be attending IRA training on a regular basis. Rules change several times throughout the year. If the person is not attending live trainings regularly, my BS meter would go up. Also, it is not enough to just ask! Ask to see the material because you are interested in IRAs!

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