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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

2019 MOKAN Trust & Financial Services Conference

  • 08 May 2019
  • 11 May 2019

Denise will be speaking at the 2019 MOKAN Trust & Financial Services Conference

Details, including registration information, available here


Topic: IRA Mistakes and How to Fix Them

Description: Earnings accrue in IRAs on a tax-deferred basis. For Roth IRAs, qualified distributions of these earnings are tax-free. This tax treatment is the primary feature that often encourages individuals to accumulate their retirement savings in these accounts. However, years of savings and tax deferred growth can be lost because of mistakes. These mistakes range from missing deadlines for required distributions to performing ineligible rollovers, all of which can result in unintended tax consequences and/or IRS assessed excise penalties. During this seminar, you will get explanations of how to help your clients avoid making such mistakes, or help them correct those mistakes when possible.

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Grayson, GA 30017

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