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
Please complete and submit the form below to register for this event. You will be placed on a waiting list if the number of attendees for your reservation is greater than the number of seats available.
Registrations are closed for this event.