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Appleby Retirement Consulting Inc | 973-313-9877

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

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FREE Webinar-IRA Year-End Reminders, Updates and Open IRA-Forum

When
06 Dec 2016
1:00 PM - 2:00 PM
Location
Webinar: TIME ZONE : EST

Registration

1:Gold, Silver and Bronze Members
Webinars are always free for Gold members. Some webinars are free to other members, depending on membership level
2: Regular ( Other- including non-members)
General Public. Webinars are always free for Gold members. Some webinars are free to other members, depending on membership level. Become a member and get free access to webinars and more

Registration is closed

Presenter: Denise Appleby

Description: A high level reminder of transactions that are required to be completed by the end of the year and the rules that apply, and recent changes to IRA rules. Ask any question about IRAs , rollover from employer plans, 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:

RMD deadlines
Beneficiary deadlines
Roth conversions
New after-tax rollover rules
New IRA rollover limitations
Other year-end deadlines
Open forum. Ask any IRA question.

Q & A Session

Please Note: We will send you the information to dial into the webinar at least 24 hours prior to the scheduled start time.

SPACE IS LIMITED. REGISTER NOW AND RESERVE YOUR SPOT

253 Silvertop Drive
Grayson, GA 30017

Telephone: 973-313-9877

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