Mastering IRA Processing in Episys

It’s IRA season again, and the perfect time to refresh your knowledge and skills on IRAs, required minimum distributions, and tax reporting in Episys.  In this advanced webinar, we’ll dive head-first into the IRS record and learn how IRA distributions work, how to calculate RMDs, and how tax processing works in Episys.  After attending this session, you’ll be able to:

• Open tax-deferred shares with confidence
• Navigate IRA records with ease and know the required fields and values
• Calculate RMDs and set up automatic distributions
• Set up distributions due to death (spouse and non-spouse)
• Review tax forms in Episys and know what to look for