Distributions in Depth Recorded Webinar

This webinar covers all aspects of traditional and Roth IRA distribution administration. Find out how the IRA Accountholder's age affects IRA distributions. Learn all the different IRS codes that are required to be used for reporting. See what important documentation is required. See the importance of complying with withholding procedures.

Eventually, there will be IRA distributions, some required. This webinar reviews all facets of traditional and Roth IRA distributions. Administration of distributions will be fully shown, including:

What is the status of 2009 and 2010 Required Minimum Distributions ?
Traditional IRA distribution type distinguished by age of the IRA accountholder
How are different distributions reported ?
Learn the correct usage of all IRS Distribution Codes
How are distributions documented ?
See why you must be cautious with IRS levies
The importance of Beneficiary Distributions
What is the status of the Tax-Free Charitable Distribution ?
How are corrections of excess contributions reported differently ?
How are recharacterizations reported differently ?
What is the reporting for Revocations ?
What does the IRS mean by "Closed Account Reporting" ?
Is the reporting different for SEP-IRAs and SIMPLE-IRAs ?
Examples of traditional and Roth IRA distribution taxation
Learn the required Federal Withholding Election procedures
Learn the required Federal Withholding Notice procedures
What are the different IRS Roth Distribution Codes ?
Which Roth IRA distribution codes are the same as for traditional IRAs ?
What are Deemed Distributions ?