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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

Breaking: COVID-19 IRA/401(k) Distribution IRS Guidance Provided

  • 30 Jun 2020
  • 12:30 PM - 1:30 PM
  • Webinar: TIME ZONE : EST


  • Clients with active consulting memberships get free access to most webinars.

Registration is closed

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

Grab your lunch and Join me- Denise Appleby on your phone or computer , as I provide an explanation of the new guidance provided by the IRS on Coronavirus-Related Distributions and Loans

 Free for current members!

 Topics covered include:

  • Who is eligible ( covers expanded eligibility) ?
  • How does a coronavirus-related distribution affect 72(t) payment programs?
  • 10% early distribution penalty exception and coronavirus-related distributions
  • Rollover rules: How does a  coronavirus-related distribution affect the one-per-year rollover rule ?
  • What are some key tax reporting requirements for a coronavirus-related distributions?
  • And more...

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 24hrs before the webinar


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