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This 60-minute program will be presented live on: April 12, 2023 – 10:00-11:00 a.m. CT
Recording available through: July 12, 2023
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.