Traditional & Roth IRAs Part B: Distributions, Taxation, Withholding & Penalties 2023 | Financial Education and Development | 3 October 2023 | Virtual Event
Venue
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| Event Date |
Wed Oct 4 UTC (about 1 year ago)
In your timezone (EST): Tue Oct 3 8:00pm - Tue Oct 3 8:00pm |
| Location | Virtual Event |
| Region | All |
Details
Learn the rules and considerations surrounding IRA plan distributions, taxation, withholding, and penalties. This session will also review the traditional IRA required minimum distribution rules, implications, and responsibilities. It will serve as a great refresher for experienced IRA professionals and will provide an excellent training opportunity for those relatively new to the IRA arena.
Why you should attend:
• Compliance
• Lending
• Current Regulations and Interpretive Rulings
• Security and Fraud
• Operations
• Frontline and New Accounts
• Collections
• Marketing
• Human Resources
• Directors and Senior Management
• IRA and HSA
• Auditing and Accounting
• Information Technology
• Hot Industry Topics
Speakers
2023 Speakers
PRESENTER:
Frank LaLoggia
LPL Registered Representative, LaLoggia Consulting