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Year-end Planning and Compliance Requirements for IRAs - Denise Appleby

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

Gain new insights and important reminders about how to help clients, employees, family and friends protect their retirement savings from avoidable penalties.


Overall Rating:   4.8 / 5

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Retail:  $29.00      
$29.00

You receive all available formats!                  
           Elearning courses           MP3 Audio Download and PDF handout
Online elearning & MP3 Audio Download
Presenter:
Denise Appleby, APA, CISP, CRPS, CRC®, CRSP, IRA Strategies for Mistakes Prevention Expert Denise Appleby, APA, CISP, CRPS, CRC®, CRSP, IRA Strategies for Mistakes Prevention Expert        

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About this course:

Mistakes, including missing critical deadlines, can result in avoidable penalties and missed opportunities for your clients.

 

This session is designed to help retirement professionals get a head start with identifying and understanding the transactions that are required to be completed by the end of the year for tax and distribution planning, as well as for compliance purposes. Denise Appleby, APA, CISP, CRPS, CRC®, CRSP, IRA Strategies for Mistakes Prevention Expert

 

In this session you'll learn or be reminded about:

  1. Exceptions to December 31st required beginning dates

  2. Guidelines regarding requirement minimum distributions (RMDS) for IRA owners as well as IRA beneficiaries

  3. Calculating RMDs when there are multiple accounts

  4. Rules for Roth IRA conversion

  5. Rules for SEPP/72t distributions

  6. How to make qualified charitable donations

  7. And more!

Your instructor for this professional development webinar is:

Denise Appleby, APA, CISP, CRPS, CRC®, CRSP, founder and owner of Appleby Retirement Consulting, Inc, a firm that provides IRA tools and resources for financial and tax professionals. Denise is known for her insights on retirement planning, and her proficiency in explaining complex retirement plan rules and regulations so that they are easily understood. She has made appearances on CNBC's Business News and being quoted in the Wall Street Journal, Investor's Business Daily, CBS Marketwatch's Retirement Weekly and other financial publications, and is the author of the popular IRA Training Series.

 

Retirement Speakers Bureau

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int'l Retirement Resource Center Managing Member and InFRE's Director of Education and Research

 

Please visit the Retirement Speakers Bureau to find out how you can request these presenters and other industry leaders to speak at your next meeting, conference, or other event.

 

View a brief YouTube clip of this and other courses:
Year-end Planning and Compliance Requirements for IRAs - Denise Appleby  - YouTube clip
Visit Retirement Insight & Trends for articles by leading industry experts:
Year-end Planning and Compliance Requirements for IRAs - Denise Appleby  - Retirement InSight and Trends article

Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied with these courses, see our refund policy.

Specifications: 60 minute elearning course
SKU: 03ApplebyYear-EndPlanElearn13
Knowledge Level: 3 - Intermediate

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