Traditional IRA Distributions – Compliance Webinar After participating in this webinar, IRA administrators will understand withholding and reporting requirements as they apply to Traditional IRA distributions, how the early distribution penalty tax applies to Traditional IRA owners, and how Traditional IRA distributions that contain pretax and after-tax contributions are paid out. Note: This webinar includes only a brief overview of 72(t) payments and does not cover required minimum distributions. Audience Those responsible for IRA compliance or operations at their financial organization Learning Objectives • Discuss when and how assets are paid from Traditional IRAs Prerequisites None • Explain when the early distribution penalty tax applies Length 60 minutes followed by a 30-minute Q&A session • Identify exceptions to the early distribution penalty tax Pricing Mix and match your webinar and CD purchases. • Report Traditional IRA distributions • Understand withholding requirements • • $199 for a single webinar or CD $175 each when purchasing five or more webinars or CDs Continuing Professional Education Credits See Designations & Education Credits web page Dates and Times of Sessions (Central Time) • December 16, 2014 ............. 1:00 p.m. Questions? Contact [email protected] or call 800-356-9140. ©2013 Ascensus, Inc., All Rights Reserved Ascensus® and the Ascensus logo are registered trademarks of Ascensus, Inc.
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