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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.