Denise Appleby- Author, Speaker on IRAs & Employer Retirement Plans; Consultant, and Trainer of Choice for Financial and Tax Professionals
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If you would like Denise to provide training on-site for your staff, please contact us
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.
The All-Star Tax Series - Sponsored by Edward Jones
Tax professionals must often advise their clients regarding all aspects of required minimum distributions (RMDs) from IRAs and qualified plans. This program includes a comprehensive discussion of all aspects of RMDs from IRAs and qualified plans, including RMDs made to account owners and to designated and non-designated beneficiaries. Questions concerning RMDs regularly occur in practice, and are so often answered incorrectly by tax practitioners and financial advisors, that both groups can benefit immensely from this program.
Register here https://www.allstartax.com/fa/course-details?sku=RMDQ-2017-01-BDCSW-221-01
Target Audience: Financial Advisors | Tax professionals | Financial professionals, including the staff at Credit Unions, Banks, Brokerage Firms and other financial institutions
Grab your lunch and join Denise Appleby - one of the country’s leading IRA experts - to learn about IRA techniques, or just a get a refresher.
Dial in from your desk, a conference room or your home.
To purchase less than all four sessions at $75 each, please use this form.
100% satisfaction guarantee: If you are not satisfied with the webinars and want a refund, just let us know. We will refund your payment, no questions asked.
Space is limited: Sign up now to reserve your spot.
If you are unable to attend any session, you will be given access to the recorded version.
Scheduled ‘Lunch and Learn IRA” sessions are as follows:
August 31: Tips for Stretching IRAs over Multiple Generations
Topics covered will include:
September 29: Recharacterization Strategies
October 27: The Three Rs of Required Minimum Distributions
Learn about the 3R’s of RMDs:
November 30: IRA Year-end Planning
Get a reminder of the transactions that must be done by the end of the year.
Topics will include:
Handout: A Copy of the PowerPoint Deck, and a booklet about the topics discussed. Booklet includes explanations, quick reference guides and checklists.
SPACE IS LIMITED. REGISTER NOW AND RESERVE YOUR SPOT
Theme: This year's Annual Conference is focused on behavioral economics, benchmarking, and other topics to help your plan continuously improve participant outcomes. We welcome all state/local government plan sponsors and service providers of Section 457, 401(k), 403(b), and other defined contribution plans.
The conference will be held at the Wisconsin Center. The Headquarter hotel will be the Hilton Milwaukee City Center, a historic Art Deco style hotel with a skywalk to the Wisconsin Center.
Years of savings in an IRA or other tax deferred retirement account can be lost to avoidable income tax, IRS penalties and poor tax planning. In many cases, these costs can be avoided by following the provisions in the Internal Revenue Code, IRS regulations and other IRS guidance. These sources, however, are often very complex and can be easily overlooked or misunderstood. This webinar covers 20 tax saving tips that can help account owners avoid pitfalls that frequently cost them a great deal of money.
Tax advisors counseling clients with IRAs
A basic understanding of individual income tax
253 Silvertop DriveGrayson, GA 30017
Telephone: 973-313-9877Fax: 888-524-3120