FREE IRA Year-End Updates and Open IRA-Forum

  • 10 Dec 2014
  • 1:00 PM - 2:00 PM
  • Webinar: TIME ZONE : EST

Registration

  • Webinars are always free for Gold members. Some webinars are free to other members, depending on membership level
  • General Public. Webinars are always free for Gold members. Some webinars are free to other members, depending on membership level. Become a member and get free access to webinars and more

Please click this 'register' button to start the registration process. If you experience difficulty of have questions, please contact us at 973-313-9877 or Customerservice@applebyconsultinginc.com. We look forward to your attendance.
Registration is closed

Presenter: Denise
Appleby

Fee: FREE

Description: A high level update of new IRA and employer plan rules, year-end reminders and open forum. Ask any question about IRAs , rollover from employer plans, and employer plans for small businesses.   

 

Target Audience: Financial Advisors | Tax professionals | Financial professionals, including the staff at Credit Unions, Banks, Brokerage Firms and other financial institutions

 

Topics Covered:

  • New after-tax rollover rules
  • New IRA rollover limitations
  • RMD deadlines and refresher
  • Other year-end deadlines
  • Open forum. Ask any IRA question.

Q & A Session

Please Note: We will send you the information to dial into the webinar at least 48 hours prior to the scheduled start time.

 

SPACE IS LIMITED. REGISTER NOW AND RESERVE YOUR SPOT

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Grayson, GA 30017

Telephone: 973-313-9877
Fax: 888-524-3120

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