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Unclaimed property reporting of non-ERISA retirement arrangements is becoming increasingly complex. The Internal Revenue Service issued a ruling last year regarding federal tax withholding from individual retirement account distributions, and recent RUUPA-inspired legislation addresses escheatment of IRAs. Keeping up with these developments is essential. One CPE credit available. Cost: $99/member connection; $149/non-member connection.

8/7/2019
When: Wednesday, August 7, 2019
1 - 2 p.m. EDT/noon - 1 p.m. CDT
Where: Online and Phone
United States
Presenter: Michael Rato, McElroy, Deutsch, Mulvaney & Carpenter, LLP and Lisa Montelbano, MarketSphere
Contact: UPPO
763-253-4340


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Unclaimed property reporting of non-ERISA retirement arrangements is becoming increasingly complex. The Internal Revenue Service issued a ruling last year regarding federal tax withholding from individual retirement account distributions, and recent RUUPA-inspired legislation addresses escheatment of IRAs. Keeping up with these developments is essential.

 

Learning Objectives

·         Identify unclaimed IRAs and learn how to properly report them to the states

·         Understand what constitutes “contact” in most states

·         Explore various state requirements for IRA escheatment

·         Examine proper aging and IRS-required tax withholding of traditional IRAs

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