Roth IRA Distributions

Compliance IRA & HSA Operations

On-Demand Webinar:

StreamedSep 21, 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

Different rules. Confident guidance.

Error free Roth IRA distributions. Roth IRA distributions follow unique rules, and this webinar will give you the knowledge to process every transaction accurately, guide account owners with confidence, and avoid costly reporting mistakes.

KEY WEBINAR TAKEAWAYS

Genuine appreciation for IRA owner confusion
Effective separation of IRA owner concerns, asset-tracking and/or reporting, and your distribution processing practices
Newfound confidence in processing Roth distributions

This webinar is part of the 2026 IRA Series

BONUS MATERIALS

IRS Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
Instructions for Forms 1099-R and 5498
IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs)

WEBINAR DETAILS

At some point, Roth IRA owners want or need to dip into their Roth IRAs. These aren’t the same as Traditional distributions — system codes are different, the impact to owners is different, and your resulting reporting of these transactions is different. But different does not have to equal difficult. This session will contrast what the IRA owner is thinking about against what you should be thinking about so you can balance all considerations and confidently guide owners, streamline transactions, and avoid errors.

WHO SHOULD ATTEND?

Frontline staff processing IRA distributions
Managers and supervisors tasked with advising and training frontline staff
Compliance staff building internal policies and procedures
Back-office operations staff that spot-check distribution transactions

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.