Convenient
Get retirement, health, and education savings plan training without leaving your office. Our large selection of webinars are available live or for digital download.
Understanding the complex withholding and reporting requirements applicable to Traditional and Roth IRA distributions is critical to maintaining a compliant IRA program. From federal tax implications, including how the early distribution penalty tax applies to IRA owners to how IRA distributions are paid out, our expertise provides the know how to get you there.
Location | Date | Price |
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Online/Virtual | Oct 18 | $199 |
Get retirement, health, and education savings plan training without leaving your office. Our large selection of webinars are available live or for digital download.
We have some of the industry's top ERISA-trained consultants who have specialized in retirement and savings plans for over 35 years.
Keep up on the latest rules and regulations, or maintain an industry designation by earning continuing education credits.