Posts Tagged Denise Appleby

02/19/2020 Key IRA Changes Made by the SECURE Act – Denise Appleby – Register here – Live Webinar

The Setting Every Community Up for Retirement Enhancement (SECURE) Act has given us new rules relating to IRA distributions and contributions. Practitioners must understand how these changes affect their clients, so that they can help them plan accordingly. Some of these plans will necessitate revisiting and changing beneficiary planning strategies that were implemented for IRAs. […]

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09/11/2018 10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties – Denise Appleby – Register here – Rebroadcast

Mistakes with IRA transactions are a common occurrence, which can result in loss of tax-deferred status and penalties being owed to the IRS. Advisors need to put measures in place to help their clients avoid mistakes and where possible, correct mistakes that have already been made. This course is brought to you from a recent […]

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Year-end Planning and Compliance Requirements for IRAs – Denise Appleby – Add to cart

Mistakes, including missing critical deadlines, can result in avoidable penalties and missed opportunities for your clients. Gain new insights and important reminders about how to help clients, employees, family and friends protect their retirement savings from avoidable penalties. This online recorded webinar learning course is brought to you from a recent live webinar and is […]

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Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting – Denise Appleby – Add to cart

Distributions from IRAs are usually considered ordinary income and as such, may be subject to income tax. Additionally, distributions from IRAs may be optional. Gain ideas for helping clients take their traditional IRA required Minimum Distributions (RMDs) on time – and avoid penalties. This online recorded webinar learning course is brought to you from a […]

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