IRA Withholding Rules - And Getting them Right

Are you confident that you’re adhering to all federal and state withholding rules? Compliance reviews frequently performed by Ascensus show that not all financial organizations understand IRA withholding rules. The SECURE Act significantly increased penalties for improper withholding notifications, and the IRS has also recently changed withholding notices and requirements depending on the type of IRA distribution—are you using the right form today? This course explains the requirements for both federal and state withholding, how to properly notify IRA owners of their withholding rights, what to do with the withheld assets, how to handle withholding requirements for foreign individuals, and what the potential penalties are for improperly following the withholding rules.


Location Date Price
Online/Virtual Oct 24 2024 $229


Professional Development

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Expert Instructors

We have some of the industry's top ERISA-trained consultants who have specialized in retirement and savings plans for over 35 years.