Denise Appleby- Author, Speaker on IRAs & Employer Retirement Plans; Consultant, and Trainer of Choice for Financial and Tax Professionals
Please join me for 15 minutes as I discuss the 10-year rule for designated beneficiaries. members only. Not a member? Please join here
Stay after if you want to: ask/listen to questions and get my answers.
Zoom invitation will be sent out.
When you log on to Zoom, please feel free to edit/change your name if you want to(all attendees are able to see the list of attendees).
Included: An article explaining the rules. Please feel to share the article with your contacts.
Questions? please send me an email at:firstname.lastname@example.org \
253 Silvertop DriveGrayson, GA 30017
Telephone: 973-313-9877Fax: 888-524-3120
(C) Appleby Retirement Consulting Inc 2006-2021