Denise Appleby- Author, Speaker on IRAs & Employer Retirement Plans; Consultant, and Trainer of Choice for Financial and Tax Professionals
Individual course: $89
Volume Discounts:Click here for details.
Tax practitioners are often challenged when trying to determine which rules apply to IRAs owned by clients who get married, get divorced, retire, attain age 70½ or die. This program summarizes and explains those rules so tax practitioners can understand which IRA rules apply to these life-changing events. Because the governing tax code and other authoritative sources are complex, our panelists will present the topics simply and in plain English to help ensure understanding and provide practical solutions that tax professionals can use in their practices.
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