Webinar: Traditional & Roth IRAs Part B: Distributions, Taxation, Withholding & Penalties
October 4, 2023 3:00 pm - 4:30 pm
Whether you are new to the IRA world or looking for a comprehensive update and refresher on traditional and Roth IRA rules, this session is for you.
Join us for a discussion of IRA plan distributions, taxation, withholding, and penalty tax rules, and to explore the concepts that have the greatest impact on IRA owners and financial organizations.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- Explain traditional and Roth IRA distribution requirements
- Examine the tax implications of traditional vs. Roth IRA distributions
- Understand the IRA premature distribution penalty tax rules and exceptions
- Discuss the newest federal tax withholding rules, effective January 1, 2023
- Explore the concept of traditional IRA required minimum distributions
- Use several quick reference charts that are included for your future reference
WEBINAR DETAILS
Plan to attend and learn 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. 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, see also the September 19th program, Traditional & Roth IRAs Part A: Eligibility, Contributions, Rollovers & Transfers.
WHO SHOULD ATTEND?
This session will provide valuable information for individuals who deal face-to-face with IRA owners and will be an excellent opportunity for staff training. It will provide important information to individuals who have IRA operational, supervisory, or managerial responsibilities. Licensed insurance agents and registered representatives will also benefit.
TAKE-AWAY TOOLKIT
- 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
Frank LaLoggia is the President of LaLoggia Consulting, Inc., a pension consulting firm that assists financial organizations with ongoing support in the creation, development, and marketing of their retirement plans offerings.
Frank coordinates and conducts pension seminars and training programs throughout the United States, including in-house IRA, HSA, and employer retirement plan training. With over 40 years of experience, he has assisted many leading financial organizations in the pension and financial services industries.