- This event has passed.
June 13 @ 9:00 am - 10:00 am
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.
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
|Pricing For||Price||Season Pass|
Season Pass Members recieve 4 individual logins to every WiBinar: