REQUIRED MINIMUM DISTRIBUTION RULES FOR IRAS: RULES, ROLES AND RESPONSIBILITIES

Presenter: Denise Appleby

Description: An explanation of the rules that govern required minimum 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:

• Defining RMDs for IRA Owners
• How to identify individuals subject to RMDs
• RMDs for multiple accounts
• Portability Rules in RMD Years
• Excess Accumulation Penalty Rule
• Reporting Rules
• Notification Rules

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
• RMD 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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