Traditional IRA Distributions – Compliance Webinar

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.
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