Traditional IRA Discretionary & Required Minimum Distributions

November 10, 2026
Traditional IRA Discretionary & Required Minimum Distributions
IRA & HSADeposit Account Compliance

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Live Webinar:
DateNov 10, 2026Duration90 minutes
12:00 PM PST01:00 PM MST
02:00 PM CST03:00 PM EST
  • 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
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Communication is an essential component in the handling of required minimum distributions and discretionary IRA transactions.

Trustees and custodians must report contributions, distributions, fair market values, required distributions, and more to IRA owners and/or the IRS. Join us to go through the required IRA statements and reports, enabling you to audit your processes, update them if necessary, and ensure you're in compliance with the requirements.

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

Presented By

Loni PortaLoni Porta
Convergent Retirement Plan Solutions, LLC
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IRA Series
2026 IRA Series
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