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

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

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 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.

In “Year-end Planning and Compliance Requirements for IRAs” 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!


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

Denise is 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.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.

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

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

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Retail: $29.00    Add to Cart

Video and audio MP3 formats available

MP3 Audio Download and PDF handoutSpecifications:   60-minute webinar course

Elearning coursesSKU:   03ApplebyYear-EndPlanElearn13

MP3 Audio Download and PDF handoutKnowledge Level:   3 – Intermediate

Retirement Resource Center Risk Free GuaranteeYour satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fees for courses that were filed prior to membership cancellation.