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

Compliance Frontline & New Accounts Human Resources IRA & HSA Operations

On-Demand Webinar

StreamedOct 15, 2024Duration90 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

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Are traditional and Roth IRA plans in your wheelhouse?

Part B of this two-part series will cover distributions, taxation, withholding, and penalties. Whether you are new to IRA plans or a seasoned veteran, this lively, well-paced webinar will provide valuable information for individuals who deal face-to-face with IRA owners.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

Explain traditional and Roth IRA distribution requirements
Know the tax implications of traditional versus Roth IRA distributions
Understand recent rule changes and IRS guidance on IRA premature distribution penalty tax rules and exceptions
Define recent changes to IRA federal tax withholding rules and explain how to properly complete IRS Form W-4R
Confidently discuss traditional IRA required minimum distributions and RMD age requirements

WEBINAR DETAILS

Plan to attend and learn about 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, including the recent increase in the RMD age, and new 2024 IRA penalty-free distribution options. 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.

For a more complete training experience, attend the September 18^th program, Traditional & Roth IRAs Part A: Eligibility, Contributions, Rollovers & Transfers.

WHO SHOULD ATTEND?

This timely session will benefit staff who deal with IRA owners, IRA operational professionals, and individuals with supervisory or managerial responsibilities. Licensed insurance agents and registered representatives will also benefit.

TAKE-AWAY TOOLKIT

Quick reference charts
Link to IRS Publication 590-B: Distributions from Individual Retirement Arrangements (IRAs)
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.