Purchasing for others?
This 60-minute program will be presented live on: April 19, 2023 – 10:00-11:00 a.m. CT
Recording available through: July 19, 2023
Are you confident that you’re adhering to all federal and state withholding rules? The SECURE Act significantly increased penalties for improper withholding notifications. This course covers the requirements for both federal and state withholding, how to properly notify IRA owners of their withholding rights, what to do with the withheld assets, the foreign withholding requirements, and the potential penalties for improperly following the withholding rules.