IRA Required Minimum Distributions


Required minimum distributions (RMDs) make up a large part of a bank’s IRA services and will continue to increase as baby boomers age. This WiBinar discusses all RMD rules including calculations, excess accumulations, and reporting, along with valuable new guidance.

To request playback, email Montana Townsend at​

Learning Objectives:

  • Review a financial organization’s role regarding required minimum distributions, and identify the date by which RMDs must begin
  • Describe the excess accumulation penalty tax
  • Understand the difference between the Uniform Lifetime and Joint Life Expectancy tables
  • Calculate RMDs and report RMD information to the IRS and the IRA owner


Stacy Torkelson
Consultant, ERISA Compliance Department

WiBinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $249 $0
Affiliate Member $195 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every WiBinar

This WiBinar is ideal for:

Credit, Lending, Credit Culture