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IRA Distributions

June 13 @ 9:00 am - 10:00 am

Speaker

Deborah Shipman
Senior Training Consultant, ERISA Department
Ascensus

Find out more »

 

 

Overview

Understanding the rules governing IRA distributions is fundamental to customer service and compliance. In this WiBinar, participants will develop an understanding of withholding and reporting requirements as they apply to traditional and Roth IRA distributions, how the early distribution penalty tax applies to IRA owners, and how IRA distributions are paid out.

Learning Objectives:

Understand when and how assets are paid out of traditional and Roth IRAs
Explain the early distribution penalty tax and its exceptions
Discuss the tax and penalty tax implications of Roth IRA qualified and nonqualified distributions

 

WiBinar Fees

Pricing For Price Season Pass
Bank Member $195.00 $0.00
Bank Nonmember $249.00 $0.00
Affiliate Member $195.00 $0.00
Affiliate Nonmember $249.00 $0.00

Season Pass Members recieve 4 individual logins to every WiBinar:


Register

 

This WiBinar is ideal for:

Compliance Officer, New Accounts Representative, Client Relationship Manager, Personal Banker, Universal Banker

CPE Credits: 
1 CPE Credit

Details

Date:
June 13
Time:
9:00 am - 10:00 am
Events Category:
Events Tags:
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Speaker

Deborah Shipman

Western Bankers Association

As a result of an exciting merger finalized on January 1, 2018, the Western Bankers Association (WBA) is now the primary association operating two divisions: California Bankers Association (CBA) and Western Independent Bankers (WIB). CBA will oversee all California and federal legislative and regulatory advocacy efforts, while WIB will oversee all conferences and professional development programs. Members of the respective associations will now be members of WBA.

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