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Wisconsin Credit Union Foundation

Webinar Calendar

Our League webinars offer training on topics for all aspects of credit union operations. You'll have the choice to participate in the live webinar only, purchase the recorded webinar or both. Included with all League webinars are the training log, quiz and answer key. 

Download a printable list of upcoming 2019 webinars >>

From time-to-time our webinar calendar will also show webinars from system partners. This is done as a courtesy to further your learning options and you should contact the system partner for details on those webinars.


Handling IRA Required Minimum Distributions & Roth Distributions

This session will include a thorough review of the rules and best practices surrounding handling and calculating RMDs and Roth IRA distributions.

Sep 17, 2019 02:00 PM   -­­  Sep 17, 2019 03:30 PM
CT
Location


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Type of Event
On Demand Webinar

Who Should Attend
  • On-Demand Webinars
  • Live Webinars
  • Compliance

Register

Description

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.

Learning Objectives

  • Responsibilities versus best practices when calculating traditional IRA RMDs 
  • How to calculate RMDs, including the difference between uniform-life and joint-life expectancy tables
  • RMD reporting requirements to the IRS and IRA owner
  • Common terminology, including required beginning date, first required distribution year, aggregation of plans, and excess accumulation penalties
  • Roth IRA distribution rules
  • Qualified versus non-qualified Roth IRA distributions
  • Ordering rules associated with non-qualified Roth IRA distributions
  • How to process and properly report Roth IRA distributions

Speaker

Frank J. LaLoggia, LaLoggia Consulting, Inc.

Investment

$259.00