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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

Lunch and Learn IRA Techniques with Denise Appleby: August to December 2017

  • 31 Aug 2017
  • 30 Nov 2017
  • 4 sessions
  • 31 Aug 2017, 12:00 PM 1:00 PM (EDT)
  • 28 Sep 2017, 12:00 PM 1:00 PM (EDT)
  • 26 Oct 2017, 12:00 PM 1:00 PM (EDT)
  • 30 Nov 2017, 12:00 PM 1:00 PM (EST)
  • Webinar: TIME ZONE : EST


  • Webinars are always free for Gold members. Some webinars are free to other members, depending on membership level. If your consulting membership is current, you will not be prompted to pay the fee.
  • 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. Sign up here ( COPY AND PASTE URL INTO YOUR BROWSER )

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Lunch and Learn IRA Techniques With:  Denise  Appleby  

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

****Not approved for CE credits****

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.

  • Get tips about how to help your clients with topical issues.
  • Ask questions and get answers.


  • Free if you have a current consulting membership
  • Nonmember rate: $177 for all four sessions.

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:

  • Steps the IRA owner should follow to secure the stretching option for beneficiaries
  • Postmortem planning. How to determine whether beneficiaries need to take action to preserve the stretch option
  • Beneficiary timeline. Steps beneficiaries might need to take to maximize distribution options, and the deadlines by which such steps should be taken.
  • Portability limitations. How beneficiaries should move inherited retirement accounts so as to prevent unintended distributions and preserve the stretch option.

September 28: Recharacterization Strategies

Topics covered will include:

  • How to ensure that a recharacterization meets IRS requirements
  • Recharacterization rules for deceased IRA owners
  • How to cherry pick stocks for recharacterizations
  • How to ensure recharacterize amounts are reported as nontaxable

October 26: The Three Rs of Required Minimum Distributions

Learn about the 3R’s of RMDs:

  • Rules: The different rules that apply to different types of retirement accounts
  • Roles: The different roles that applies to stakeholders. And
  • Responsibilities: Who is responsible for the various RMD tasks

Topics covered will include:

  • Identifying owners and beneficiaries who must take RMDs
  • RMD aggregation: When is it permissible and when it’s not
  • Portability and RMDs: When and how can retirement assets be moved in an RMD year
  • RMD mistakes: If when and how they can be fixed.

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:

  • Transactions that must be completed by December 31 in order to count as a transactions for 2017
  • What happens if an IRA custodian misses the year-end deadline and processes the transaction the following year.
  • Transactions that might be eligible for leniency from the IRS, when the applicable deadline is missed.
  • How to apply for leniency for eligible transactions


Handout: A Copy of the PowerPoint Deck, and a booklet about the topics discussed. Booklet includes explanations, quick reference guides and checklists.



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