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Appleby Retirement Consulting Inc | 973-313-9877

Speaker, author, teacher, consultant: I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans

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Year-End Planning for IRAs

When
07 Nov 2024
12:00 PM - 1:00 PM

Registration

Members
This is a members only event. Log in to register or contact us at CustomerService@ApplebyConsultingINC.com .
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Presented by Denise Appleby

A members-only event . Please log in to register. Not a member? Please sign-up here.

Overview

Transactions for IRAs and employer plan accounts are usually year-driven. As a result, certain transactions must be completed by the end of a year for them to be counted for that year. In some cases, these transactions are mandatory and failing to complete them by the end of the year will result in IRS assessed penalties, or missed opportunities for implementing tax-efficient strategies.

Advisors must know which transactions are required to be completed by year end and the steps that must be taken to help ensure that the transactions are completed timely and accurately.

Join us to learn how you can help clients make key tax-efficient year-end planning moves for their retirement accounts

Major Topics

Required minimum distributions
Key Roth conversion rules
When a backdoor Roth Contribution counts for 2024
Substantially equally periodic payments
Tax implications for cross-year rollovers
Ensuring a distribution qualifies for long-term capital gains treatment

Learning objectives

Advisors who attend this webinar should be able to:

Identify which account owners and beneficiaries are subject to RMDs
Explain whether a 401(k) distribution is eligible for capital gains treatment
Explain whether a Roth conversion applies to 2024
Demonstrate how clients can ensure that qualified charitable distributions meet compliance requirements
Describe the steps that must be taken for a backdoor Roth IRA contribution.

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Grayson, GA 30017

Telephone: 973-313-9877

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