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Calendar

4/16/2014
CUNA Mutual Webinar – Lessons Learned for Being Prepared

4/16/2014
Webinar - Responding to Official Demands for Member Funds

Online Store: Webinar On Demand
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Webinar on Demand – Top 10 IRA Issues

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Price: $209.00
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Description

With IRAs, errors that occur during the year are magnified when reported to the IRS. This webinar will review the documentation and reporting that should have been done and how to correct errors before year-end. Issues that will be covered include a rollovers and transfers comparison, premature distributions and codes to use, duties as a withholding agent, inherited IRAs and death distributions, IRS reporting and common errors, and more!

Best For: Branch Managers, Compliance Officers, Frontline, Operations, Tellers, Trainers and CEOs

Available until: 05/31/2013