IRA Withholdings & Getting it Right webinar 2020 | Credit Union National Association (CUNA) | 24 January 2020 |

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Event Date Fri Jan 24 CST (almost 5 years ago)
In your timezone (EST): Fri Jan 24 1:00am - Fri Jan 24 2:00am
Region Americas
Details

Are you correctly following the federal and state withholding rules? Learn how to notify IRA owners of their withholding rights, what to do with the withheld assets, what the foreign withholding requirements are, and what the potential penalties are for not withholding correctly.

Who Should Attend?

This webinar is beneficial for past attendees of the CUNA IRA eSchool, IRA Web Series, frontline staff/tellers/MSRs, managers, finance & anyone else who answers questions regarding IRAs.