IRA training presented in partnership with Ascensus
Are you confident that you are adhering to all federal and state withholding rules? Compliance reviews frequently performed by Ascensus show that not all financial organizations understand IRA withholding rules. The SECURE Act significantly increased penalties for improper withholding notifications, and the IRS has also recently changed withholding notices and requirements depending on the type of IRA distribution (are you using the right form today?) This course explains 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, how to handle withholding requirements for foreign individuals and what the potential penalties are for improperly following the withholding rules.
To register for this webinar, please follow these simple steps:
- Click "Register for 2024 Webinars" and choose your price point
- Complete the "Personal Information" form, using "00000" as your Organization Number
- Select the webinars you'd like to attend
- Please note that webinar times are listed as CST on the Ascensus website.
- Enter the exclusive DISCOUNT CODE 'CCUA10' when completing payment to enjoy 10% off of your purchase
