Traditional IRA Discretionary & Required Minimum Distributions

IRA & HSA Deposit Account Compliance

On-Demand Webinar

StreamedNov 10, 2026Duration90 minutes

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

See Registration Options

IRA distributions demand precision at every step.

Strengthen your Traditional IRA processes with clear guidance on discretionary distributions, required minimum distributions, reporting responsibilities, and compliance requirements.

KEY WEBINAR TAKEAWAYS

Premature distribution penalty tax and exceptions
Traditional, SEP, and SIMPLE RMDs
Calculating an IRA owner’s RMD based on the applicable age and IRA balance
Required distribution statements and reports

This webinar is part of the 2026 IRA Series

BONUS MATERIALS

Job aid: Calculating Required Minimum Distributions
Link to IRS Publication 590-B
Link to IRS Form 1099-R
Link to IRS Form 1099-R instructions

WEBINAR DETAILS

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.

WHO SHOULD ATTEND?

Training personnel tasked with training IRA professionals
Frontline staff processing IRA distributions
Compliance staff spot-checking IRA transaction processing
Compliance and operations staff preparing files for, or completing, IRA owner and IRS statements and reports

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.