IRA Series: Roth IRA Distributions
Different rules. Confident guidance. Error free Roth IRA distributions. Roth IRA distributions follow unique rules, and this webinar will give you the knowledge to process every transaction accurately, guide account owners with confidence, and avoid costly reporting mistakes.
KEY WEBINAR TAKEAWAYS
- Genuine appreciation for IRA owner confusion
- Effective separation of IRA owner concerns, asset-tracking and/or reporting, and your distribution processing practices
- Newfound confidence in processing Roth distributions
BONUS MATERIALS
- IRS Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
- Instructions for Forms 1099-R and 5498
- IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs)
WEBINAR DETAILS
At some point, Roth IRA owners want or need to dip into their Roth IRAs. These aren’t the same as Traditional distributions — system codes are different, the impact to owners is different, and your resulting reporting of these transactions is different. But different does not have to equal difficult. This session will contrast what the IRA owner is thinking about against what you should be thinking about so you can balance all considerations and confidently guide owners, streamline transactions, and avoid errors.
