Traditional IRA Distributions: Optional, Required, Penalties

Presenter: Denise Appleby

Fee: $57.00 per location. Free for some members . Click 'show details' for more information

Description: An explanation of the rules that govern early distributions ( pre-59 1/2 Distributions) for IRAs, including the roles and responsibilities of interested parties.  

Target Audience: Operations staff at Credit Unions, Banks, Brokerage Firms and other financial institutions | Financial Advisors | Tax professionals

Topics Covered:

• The tax implications of distributions from IRAs
• The early distribution rules
• When the early distribution penalty applies
• Exceptions to the 10 percent early distribution penalty
• Tax withholding rules- election and application

Q & A Session

Please Note: We will send you the information to dial into the webinar at least 48 hours prior to the scheduled start time.

Handouts:

• Copy of PowerPoint presentation
• IRA Distribution - Quick Reference Guide

Free Technical Consultation: Attendees get two (2)free email technical consultation on the topic covered. To be used within 30-days after attending the webinar.

Price is per dial-in location

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• 30-days before the date of the webinar: If you are unable to attend a webinar for which you registered, you will receive a full refund of your purchase price if you cancel at least 30-days before the date of the webinar.
• Less than 30-days before the date of the webinar: Cancellations received during this period are subject to a cancellation fee of $15.00.
• Date of webinar: There are no refunds for cancellations received on the scheduled date of the webinar

Cancellation requests should be sent to Customerservice@applebyconsultinginc.com . Cancellations cannot be done by telephone.