Traditional IRA Discretionary & Required Minimum Distributions
November 10, 2026
Live Webinar
DateNov 10, 2026Duration90 minutes
08:00 AM PST09:00 AM MST
10:00 AM CST11:00 AM EST
- 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
Communication is an essential component in the handling of required minimum distributions and discretionary IRA transactions.
Trustees
and custodians must report contributions, distributions, fair market values,
required distributions, and more to IRA owners and/or the IRS. Join us to go
through the required IRA statements and reports, enabling you to audit your
processes, update them if necessary, and ensure you're in compliance with the
requirements.
Further details will be available 45 days prior to the webinar date.
Presented By
Convergent Retirement Plan Solutions, LLC
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