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IRA Withholding Rules- And Getting Them Right Webinar

April 19, 2023 10:00 am - 11:00 am
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Are you confident that you’re adhering to all federal and state withholding rules? The SECURE Act significantly increased penalties for improper withholding notifications.

This course covers 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, the foreign withholding requirements, and the potential penalties for improperly following the withholding rules.