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Speaker, author, teacher, consultant: I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans


Beneficiary Options for IRAs and Employer Sponsored Retirement Plans - Designations, Distributions and Avoiding Traps

  • 21 Apr 2015
  • 1:00 PM - 2:00 PM
  • Webinar: TIME ZONE : EST

Registration

  • Webinars are always free for Gold members. Some webinars are free to other members, depending on membership level

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: Free- members only access. Click 'show details' for more information  ( PLEASE NOTE: Because this webinar is available only to our members, you are able to register only if you log in).

Description: Refresher and seasonal tips for the IRA/Tax season. Focus on IRAs and employer plans for small businesses.

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

Topics Covered:          

  • Defining the different types of beneficiaries
  • Critical deadlines
  • Beneficiary distribution options- nonspouse
  • Beneficiary distribution options- spouse
  • Beneficiary portability rules
  • Separate accounting rules
  • Beneficiary traps and how to avoid them

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

Price is per dial-in location

Cancellation Policy: 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.

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Telephone: 973-313-9877

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