Traditional & Roth IRAs Part B: Distributions, Taxation, Withholding & Penalties

Date:

Oct 15, 2024

Register

Live Webinar: 90 Minutes

Part B of this two-part series will cover distributions, taxation, withholding, and penalties. Whether you are new to IRA plans or a seasoned veteran, this lively, well-paced webinar will provide valuable information for individuals who deal face-to-face with IRA owners.

Plan to attend and learn about the rules and considerations surrounding IRA plan distributions, taxation, withholding, and penalties. This session will also review the traditional IRA required minimum distribution rules, implications, and responsibilities, including the recent increase in the RMD age, and new 2024 IRA penalty-free distribution options. It will serve as a great refresher for experienced IRA professionals and will provide an excellent training opportunity for those relatively new to the IRA arena.

 

For a more complete training experience, attend the September 18th program, Traditional & Roth IRAs Part A: Eligibility, Contributions, Rollovers & Transfers.

Agenda

October 15, 2024
Webinar begins - 11:00 AM EST

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Explain traditional and Roth IRA distribution requirements
  • Know the tax implications of traditional versus Roth IRA distributions
  • Understand recent rule changes and IRS guidance on IRA premature distribution penalty tax rules and exceptions
  • Define recent changes to IRA federal tax withholding rules and explain how to properly complete IRS Form W-4R
  • Confidently discuss traditional IRA required minimum distributions and RMD age requirements
Topics

TAKE-AWAY TOOLKIT:

  • Quick reference charts
  • Link to IRS Publication 590-B: Distributions from Individual Retirement Arrangements (IRAs)
  • 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
Speaker(s)

Frank LaLoggia
LaLoggia Consulting, Inc.

Additional Information

WHO SHOULD ATTEND?

This timely session will benefit staff who deal with IRA owners, IRA operational professionals, and individuals with supervisory or managerial responsibilities. Licensed insurance agents and registered representatives will also benefit.

Fees

Live : $510.00
OnDemand: $510.00
Live + OnDemand: $750.00

Association Contact

AyZha Hazelwood, Education Meeting Coordinator
Ahazelwood@indiana.bank
317-387-9380