Denise Appleby- Author, Speaker on IRAs & Employer Retirement Plans; Consultant, and Trainer of Choice for Financial and Tax Professionals
2 CE Credits
The ability to advise clients about the tax consequences of taking distributions from IRAs and qualified plans is invaluable to a tax practitioner. This is particularly valuable for those practitioners who advise clients about making withdrawals from their retirement accounts before reaching age 59 ½. If you attend, you will learn about the consequences of taking “early” distributions from retirement accounts, and the benefits of taking substantially equal periodic payments and associated tax consequences.
253 Silvertop DriveGrayson, GA 30017
Telephone: 973-313-9877Fax: 888-524-3120
(C) Appleby Retirement Consulting Inc 2006-2016