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

This program will convey key compliance and customer service considerations to know when processing IRA distributions requests. It will illustrate tax and penalty implications of owner distributions from their traditional and Roth IRAs to help you understand what accountholders are grappling with (hopefully in partnership with competent tax professionals). Speaking of penalties, this seminar will help you categorize the various penalties to which IRA owners are subject. Finally, you’ll be refreshed on IRA withholding requirements – and contrast the 2023 requirements against those which you managed for years.

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