Start Date: 10/15/2024 9:00 AM MDT
End Date: 10/15/2024 10:30 AM MDT
Location:
United States
Plan to attend and learn about the rules and considerations surrounding IRA plan distributions, taxation, withholding, and penalties. This session will also review the traditional IRA required minimum distribution rules, implications, and responsibilities, including the recent increase in the RMD age, and new 2024 IRA penalty-free distribution options. It will serve as a great refresher for experienced IRA professionals and will provide an excellent training opportunity for those relatively new to the IRA arena.
For a more complete training experience, attend the September 18th program, Traditional & Roth IRAs Part A: Eligibility, Contributions, Rollovers & Transfers.
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