SECURE Act Webinar: The 10 Most Significant IRA Changes made by the SECURE Act

  • 21 Jan 2020
  • 1:00 PM - 2:30 PM
  • Webinar: TIME ZONE : EST

Registration

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    To sign up for membership , copy and past this URL to your browser http://iraeducationcenter.com/Registration
  • Clients with active consulting memberships get free access to most webinars.

    To sign up for membership , copy and past this URL to your browser https://applebyconsultinginc.com/Registration

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Presenter : Denise Appleby,CISP, CRC, CRPS, CRSP, APA, MJ

Join me- Denise Appleby on your phone or computer for a 'plain English' explanation of the changes made, to IRA rules and regulations, by the #SECURE Act. Attend my webinar: The 10 Most Significant IRA Changes Made by the SECURE Act and get free advance PDF copy of the SECURE Act Quick Reference Guide - a $29 value- to be published soon.

 

Free for members. $97 for nonmembers.

 

Private Sessions Available: If you want your own private SECURE Act IRA session for your office- send an email to Training@DeniseAppleby.com and I will follow-up with you to discuss fees and schedule. Enjoy personalized individual attention and have your specific questions answered.

Unable to attend the live session? Register and get a copy of the recorded version

Topics covered include:

  •  How the new required beginning date affect those who reach age 70 ½ by December 31, 2019 and those reach age 70 ½ after.
  • When does the repeal of the age limit for IRA contributions take effect?
  • New carve out exceptions for income requirements for IRA contributions.
  • The new rules that apply to distributions from inherited IRAs- when does the new requirements apply to your clients and prospects?
  • Distribution options: life expectancy, 10-year rule, 5-year rule. What applies to who or what, and how the determination is made.

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

 

Space is limited. Book now!

 No pre-approved CE Credits are available for this webinar. Check with your provider to determine if you would be eligible for CE credits.

Joining instructions will be sent one week before the webinar


 

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