Roth IRA Distributions
September 21, 2026
Live Webinar
DateSep 21, 2026Duration90 minutes
08:00 AM PDT09:00 AM MDT
10:00 AM CDT11:00 AM EDT
- Unlimited connections for your institution
- Available on desktop, mobile & tablet
- Take-away toolkit
- Presenter’s contact info for questions
On-Demand Webinar
- Unlimited & shareable access starting two business days after live stream
- Available on desktop, mobile & tablet devices 24/7
- Take-away toolkit
- Ability to download webinar video
- Presenter's contact info for questions
Different rules. Confident guidance.
Error free Roth IRA distributions. Roth IRA
distributions follow unique rules, and this webinar will give you the knowledge
to process every transaction accurately, guide account owners with confidence,
and avoid costly reporting mistakes.
KEY WEBINAR TAKEAWAYS
- Genuine appreciation for IRA owner confusion
- Effective separation of IRA owner concerns, asset-tracking and/or reporting, and your distribution processing practices
- Newfound confidence in processing Roth distributions
BONUS MATERIALS
- IRS Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
- Instructions for Forms 1099-R and 5498
- IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs)
WEBINAR DETAILS
At
some point, Roth IRA owners want or need to dip into their Roth IRAs. These
aren’t the same as Traditional distributions — system codes are different, the
impact to owners is different, and your resulting reporting of these
transactions is different. But different does not have to equal difficult. This
session will contrast what the IRA owner is thinking about against what you
should be thinking about so you can balance all considerations and confidently
guide owners, streamline transactions, and avoid errors.
WHO SHOULD ATTEND?
- Frontline staff processing IRA distributions
- Managers and supervisors tasked with advising and training frontline staff
- Compliance staff building internal policies and procedures
- Back-office operations staff that spot-check distribution transactions
TAKE-AWAY TOOLKIT
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.
Presented By

Convergent Retirement Plan Solutions, LLC
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