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Event Date |
Tue Mar 12 UTC (9 months ago)
In your timezone (EST): Mon Mar 11 8:00pm - Mon Mar 11 8:00pm |
Location | Webinar |
Region | All |
Understanding the complex withholding and reporting requirements applicable to Traditional and Roth IRA distributions is critical to maintaining a compliant IRA program. From federal tax implications, including how the early distribution penalty tax applies to IRA owners, to how IRA distributions are paid out, our experts provide the know-how to get you there.
Learning Objectives:
• Understand the withholding and reporting requirements applicable to Traditional and Roth IRAs.
• Examine Traditional and Roth IRA distributions.
• Learn about early distribution penalty tax and how distributions are paid out.
Who should attend:
• Branch Managers
• Assistant Branch Managers
• Bankers
• Universal Bankers Operations Personnel
• IRA Specialists