IRA Withholding
Course Description
With IRAs the account holder may choose to be responsible for his or her own taxes. Otherwise, we withhold and report the taxes to the IRS. Learn how to handle distributions that are taxable and what the financial institution™s responsibilities are on this issue.
11 Minutes
Series: IRA Talks
Roles: Compliance - Internal Audit, Retail
Course Format: Online Self-Paced
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