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

 

Year-end Planning and Compliance Requirements for IRAs - Denise ApplebyMistakes, 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:

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

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

  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!

Retirement Resource Center You Tube ChannelThe Retirement Resource Center YouTube channel features short clips of presentations by many of our speakers. Please visit Retirement Resource Center YouTube channel to view a short clip of this presentation.

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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, 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 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

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

 

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

CFP BOARD - CE Quality Partner - Retirement Resource CenterWe 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.

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