REQUIRED MINIMUM DISTRIBUTION RULES FOR IRAS: RULES, ROLES AND RESPONSIBILITIES

  • 24 Sep 2014
  • 1:00 PM - 2:30 PM
  • Webinar: TIME ZONE : EST

Registration

  • 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
  • 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.

Presenter: Denise Appleby

Fee: $57.00 per location. Free for some members . Click 'show details' for more information

Description: An explanation of the rules that govern required minimum distributions for IRAs, including the roles and responsibilities of interested parties.  

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

Topics Covered:

  • Defining RMDs for IRA Owners
  • How to identify individuals subject to RMDs
  • RMDs for multiple accounts
  • Portability Rules in RMD Years
  • Excess Accumulation Penalty Rule
  • Reporting Rules
  • Notification Rules

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.

Handouts:

  • Copy of PowerPoint presentation
  • RMD Quick Reference Guide

Free Technical Consultation: Attendees get two (2)free email technical consultation on the topic covered. To be used within 30-days after attending the webinar.

 

Price is per dial-in location

Cancellation and Refund Policy

  • 30-days before the date of the webinar: If you are unable to attend a webinar for which you registered, you will receive a full refund of your purchase price if you cancel at least 30-days before the date of the webinar.
  • Less than 30-days before the date of the webinar: Cancellations received during this period are subject to a cancellation fee of $15.00.
  • Date of webinar: There are no refunds for cancellations received on the scheduled date of the webinar

Cancellation requests should be sent to Customerservice@applebyconsultinginc.com . Cancellations cannot be done by telephone.

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