Taxation of Traditional IRAs and Roth IRAs

Presenter: Denise Appleby

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

Description: An explanation of the tax treatment of distributions made from IRAs.  

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

Topics Covered:

• Early distribution penalties and exceptions
• Taxability of distributions
• Tax treatment of Roth IRA Conversions
• Identifying nontaxable distributions and conversions  
• Custodian/Trustee’s Tax reporting requirements for IRA Distributions
• IRA Owner’s Tax reporting requirements for IRA Distributions

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
• Quick Reference on Tax Treatment of Distributions from IRAs

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

Cancellation and Refund Policy

• 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.