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Order any 1 Presentation..................................$199
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Extra Special ! !
Order any 10 Presentations..............................$1,500
All presentations by online access or CD are functional for 60 days and
include a presentation outline. Remember,
IRA, HSA, and CESA rules can change at any time. Be sure to check with CWF for any
applicable changes and for available updates. If a required update occurs during
the 60 days, an updated Presentation / CD and outline will be available for only
$99. It will include a new 60-day viewing period.
IRA Withholding Rules Recorded Webinar
The Federal Withholding Rules for traditional and Roth IRA distributions are complicated, very important, and must be complied with. Penalties on the IRA custodian/trustee for non-compliance can be severe. This webinar guides you through all the elections, notices, and reporting that is required. All required procedures and documentation are reviewed. Deposit requirements and the NEW IRS Form 945 are discussed. Learn the important differences for non-resident alien withholding that applies to IRA accountholders AND Beneficiaries
The Federal Withholding Rules for IRA distributions are complicated and very important and must be complied with. Penalties for non-compliance can be severe. This webinar guides you through all the elections, notices, and reporting that is required.
Topics include:
Overview of Withholding
Traditional IRA vs. Roth IRA
Election procedure
Election documentation
Completion of IRS Form W-4P or valid substitute
Notice procedure
Notice documentation
Penalties for non-compliance
Deposit requirements
Deposit reporting requirements
Completion of IRS Form 945
Non-resident alien withholding requirements
Non-resident alien withholding reporting requirements
Completion of IRS Forms 1042-S, 1042-T, and 1042