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

  • 23 Jan 2013
  • 1:00 PM - 2:30 PM
  • Webinar: TIME ZONE : EST

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Presenter: Denise Appleby

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

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  • 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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