Denise Appleby- Author, Speaker on IRAs & Employer Retirement Plans; Consultant, and Trainer of Choice for Financial and Tax Professionals
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.
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