IRA Series: Handling IRA Required Minimum Distributions & Roth Distributions

Handling traditional IRA required minimum distributions (RMDs) and Roth IRA distributions are important components of administering any IRA program. This session will include a thorough review of the rules and best practices surrounding handling and calculating RMDs and Roth IRA distributions. New or experienced staff who meet face-to-face with IRA owners or have IRA operational or reporting responsibilities will gain a solid understanding of RMD and Roth IRA distribution rules and considerations.

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