Traditional & Roth IRA Part 2: Distributions, Taxation, Withholding & Penalties

Frontline & New Accounts IRA Operations

On-Demand Webinar:

StreamedOct 18, 2022Duration90 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

Traditional and Roth IRAs are extremely popular methods to save for retirement.

This two-part series will cover everything you need to know, with Part 2 focusing on distributions, taxation, withholding, and penalties. Learn the concepts that impact accountholders and institutions most. Don’t miss these highly informative programs..

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

Meet traditional and Roth IRA distribution requirements
Examine the tax implications of traditional vs. Roth IRA distributions
Understand the IRA premature distribution penalty tax rules and exceptions
Comply with the new federal tax withholding rules, effective January 1, 2023
Explore the concept of traditional IRA required minimum distributions
Employ several quick reference charts that will be included

WEBINAR DETAILS

Whether you are new to the IRA world or looking for an informative comprehensive update or refresher on traditional and Roth IRA rules, this session is for you. Join us for a dynamic program on IRA plan distributions, taxation, withholding, and penalty tax rules. You’ll explore the concepts that have the greatest impact on IRA owners and financial institutions. For a more complete training experience, also register for Part 1: Eligibility, Contributions, Rollovers & Transfers on September 13^th.

WHO SHOULD ATTEND?

This session will provide valuable information for individuals who deal face-to-face with IRA owners and will provide an excellent opportunity for staff training. It will benefit individuals who have IRA operational, supervisory, or managerial responsibilities, as well as licensed insurance agents and registered representatives.

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.