Understanding the complex withholding and reporting requirements applicable to Traditional and Roth IRA distributions is critical to maintaining a compliant IRA program. From federal tax implications, including how the early distribution penalty tax applies to IRA owners, to how IRA distributions are paid out, our experts provide the know-how to get you there.

Learning Objectives

• Understand the withholding and reporting requirements applicable to Traditional and Roth IRAs.

• Examine Traditional and Roth IRA distributions.

• Learn about early distribution penalty tax and how distributions are paid out.

Duration: 60-minutes

Recorded on Mar. 12 2024.