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The proposed RMD regulations contradict industry interpretations of the SECURE Act regarding the distribution option for beneficiaries of IRAs and employer plans.
However, advisors can help beneficiaries see through the fog of this confusing messaging by taking them on the right path determined by their beneficiary status.
This program provides an atlas that the advisor can use to determine the different road maps for each beneficiary class and identify tax-efficient solutions where applicable.
In "SECURE Act’s Definitive Roadmap to Distribution Options for Inherited IRAs " by Denise Appleby, you will:
- Explain the distribution options available to the different classes of beneficiaries;
- Identify unique planning opportunities for spouse beneficiaries;
- Determine corrective steps when a beneficiary misses the deadline for taking required distributions.
This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Your presenter is Denise Appleby, MJ, CISP, CRC®, CRPS, CRSP, APA, founder and owner of Appleby Retirement Consulting, Inc, a firm that provides IRA tools and resources for financial and tax professionals.
Meet Denise Appleby, MJ, CISP, CRC®,CRPS, CRSP, APA, IRAs, 401(k) Mistake Preventions Expert
Retirement planning experience
Denise is founder and owner of Appleby Retirement Consulting, Inc, a firm that provides IRA tools and resources for financial and tax professionals. Denise’s wealth of knowledge in retirement plans led to her making 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, where she gave insights on retirement planning.
Denise held several senior retirement plans related positions with Pershing LLC, which includes Vice President of Retirement Plans Products and Services, Retirement Plans Manager, Trainer, Training Manager, Compliance Consultant, Technical Help Desk Manager and Writer.
While with Pershing, Denise served as a member and firm representative of the Security Industry Association’s (SIA) Retirement and Savings Committee and has spoken at their Savings & Retirement Symposium , which is attended by financial services professionals from a variety of fields, including marketing , sales, legal, operations, and strategic planning.
Retirement planning thought leadership and expertise
Premier provider of training, educational tools, marketing materials and technical consulting services for financial ,tax and legal professionals, on IRAs and employer sponsored retirement plans for small businesses. My firm’s primary goal is to help prevent mistakes from being made with retirement account transactions; and where possible, provide solutions for mistakes that have already been made.
Her specialties include providing tools and support on IRAs and defined contribution plans, including: Translating tax code and regulations into ‘plan language’; providing marketing tools & aids to financial, tax and legal professionals; providing technical support to financial, tax and legal professionals, providing training to financial, tax and legal professionals.
Invest in Your Retirement Expertise.
1 hr CFP®, CRC®, and other CE Credit Reporting
We are a CE Sponsor with the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).
Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.
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