Traditional & Roth IRAs Part B: Distributions, Taxation, Withholding & Penalties

October 4, 2023
Live Webinar
DateOct 4, 2023Duration90 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
See Registration Options

Further details will be available 45 days prior to the webinar date.

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 agency is prohibited. Print materials may be copied for eligible participants only.

WEBINAR DETAILS

Plan to attend and 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.

Presented By

Frank J. LaLoggiaFrank LaLoggia
LaLoggia Consulting, Inc.

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