Denise Appleby- Author, Speaker on IRAs & Employer Retirement Plans; Consultant, and Trainer of Choice for Financial and Tax Professionals
Instructor(s): Denise Appleby, APA, CISP, CRPS, CRC, Mike Tucker, Ph.D., LL.M., J.D., CPA
CPE Credits: 2
Register here : https://www.surgentcpe.com/cpe-courses/Guide-Fundamental-Rules-Tax-Free-Roth-401k-IRA3
According to the Center for Retirement Research at Boston College, about 40 percent of marriages end in divorce. For many of these individuals, IRAs are included in their divorce settlement agreement. The spouse who receives an IRA as part of a divorce settlement agreement is responsible for paying any income tax due on the amount. To ensue that this requirement is properly applied, the applicable provisions in the Tax Code must be adhered to.
Financial advisors, tax professionals, and individuals who support IRAs and employer plans (employees of financial institutions who answers questions about and handle transactions for IRAs and employer plans)
A basic understanding of individual income tax
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Telephone: 973-313-9877
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