Roth IRA Distributions
September 21, 2026
Live Webinar:
DateSep 21, 2026Duration90 minutes
12:00 PM PDT01:00 PM MDT
02:00 PM CDT03:00 PM 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
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.
Further details will be available 45 days prior to the webinar date.
Presented By
Convergent Retirement Plan Solutions, LLC
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