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IRA Prohibited Transactions and Their Tax Consequences

National Business Institute

Jan. 18, 2017
Recorded Online

1:00 pm - 2:30 pm Eastern

The Ultimate Guide to IRA Prohibited Transactions

What IRA transactions are prohibited and which are exempt? How and when can an account stop being a protected IRA? What are the tax consequences of uncorrected prohibited transactions?

These critical questions and more will be answered in the focused legal primer.

  • Review qualified persons for purposes of prohibited transaction rules.
  • Identify fiduciary duties and liability and 2016 DOL fiduciary rule.
  • Prevent unintended distributions and taxable gain.
  • Discuss excite tax penalties and how to correct prohibited transactions.
Course Content
  • What IRA Transactions are Prohibited and Which are Exempt?
  • Qualified Persons for Purposes of Prohibited Transaction Rules
  • Fiduciary Duties and Liability and 2016 DOL Fiduciary Rule
  • How and When an Account Can Stop Being a Protected IRA
  • Preventing Unintended Distributions and Taxable Gain
  • Excite Tax Penalties
  • Correcting Prohibited Transactions
  • Tax Consequences of Uncorrected Prohibited Transactions
Don't miss out on this timely event - register today!

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