Early Distributions: Penalties and Exceptions- Focus on SEPP/72(t) Distributions

  • 19 Nov 2014
  • 1:00 PM - 2:30 PM
  • Webinar: TIME ZONE : EST

Registration

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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 early distributions ( pre-59 1/2 Distributions) for IRAs, including the roles and responsibilities of interested parties.  

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

Topics Covered:

  • Early distribution penalties and exceptions
  • Plan types and eligibility for SEPPs and other exceptions
  • General rules for SEPPs
  • Actions that results in modification of SEPPs
  • Tax reporting requirements

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
  • Early Distribution Penalty Exception 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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