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:
- Exceptions to December 31st required beginning dates
- Guidelines regarding requirement minimum distributions (RMDS) for IRA owners as well as IRA beneficiaries
- Calculating RMDs when there are multiple accounts
- Rules for Roth IRA conversion
- Rules for SEPP/72t distributions
- How to make qualified charitable donations
- And more!
Your presenter for this course is:
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
1 hr CFP®, CRC®, and other CE Credit Reporting
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Overall Rating: 4.8 / 5
Video and audio MP3 formats available
Specifications: 60 minute webinar course
Knowledge Level: 3 – Intermediate
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Visit Retirement Insight & Trends for a summary of this presentation.