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Join us for an exceptional session that will update you on many issues facing IRA owners and IRA custodians. Current information, interpretations, and best practices will be included in this practical, easy-to-understand session. Are you following the latest IRS guidance on withholding and reporting regarding payments from IRAs to state unclaimed-property funds? Do you understand your responsibilities to monitor and calculate required minimum distributions versus required beneficiary death distributions? Which IRA transactions require written documentation by the IRA owner? Join us for this lively session to increase your awareness and confidence level when dealing with many common, but often misunderstood, IRA scenarios.
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