Wolters Kluwer Financial Services | Banking Compliance Solutions
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Get Ready for the Return of RMD (Required Minimum Distribution)

Get ready to reinstate required minimum distributions (RMDs) in 2010. In this webinar, we’ll review an IRA custodian's RMD calculation and reporting responsibilities for traditional (including SEP) and SIMPLE IRAs. We’ll also discuss the administrative issues that your financial organization should address when resuming RMD calculations and reporting after the 2009 RMD waiver — and how you can simplify RMD reporting using IRS Form 5498.

Join us to learn how to:

  • Identify IRA owners who should take RMDs
  • Calculate RMD amounts
  • Understand the effect of your financial organization's policy on RMD resumption after the 2009 waiver
  • And more.

Register below for our 90-minute "Get Ready for the Return of RMD" webinar. Cost is $269. Test your system before purchase.

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