Effective Strategies for Avoiding RMD Mistakes and Penalties

  • 17 Nov 2016
  • 1:00 PM - 2:00 PM
  • Time is in Eastern Time / Webinar

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Presenter:  Denise  Appleby

 

Fee: $29 for nonmembers . Free for members


Description: An explanation of the rules that govern required minimum distributions (RMD) for IRAs and employer sponsored retirement plans, such as 401(k)s and 403(b)s, including the roles and responsibilities of interested parties.  

NO CE CREDITS 

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

 

Topics Covered: 

  • To understand how to define an RMD
  • To understand how RMDs are calculated
  • To understand how to identify the individuals and accounts that are subject to the RMD rules
  • To learn about the mistakes that can occur, how to avoid such mistakes, and how to correct such mistakes where possible

Please Note: We will send you the information to dial into the webinar at least 24 hours prior to the scheduled start time.

 

SPACE IS LIMITED. REGISTER NOW AND RESERVE YOUR SPOT

 

If you are unable to attend: If you register and are unable to attend, please let us know so that we can send you a link to a recording of the webinar.

Please see our cancellation policy herehttp://iraeducationcenter.com/page-1836478

 



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