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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
A Live Ask Me Anything with Denise Appleby, The IRA Whisperer
Free Webinar | Open to Everyone | 60-Day Recording Access for Registrants
The clock is ticking on 2026 IRA year-end deadlines!
Have questions about required minimum distributions (RMDs), qualified charitable distributions (QCDs), or mistakes that could create unnecessary taxes and penalties?
Join Denise Appleby, nationally recognized IRA and retirement plan expert, for a live, interactive Ask Me Anything session focused on two of the most important IRA topics as we approach year-end.
Reserve your spot today!
Register Here
We will begin with a brief overview of important RMD and QCD rules, including:
Who must take an RMD for 2026, and when?
How QCDs work and how they can satisfy RMDs.
Why distribution sequencing matters.
Special considerations for inherited IRAs.
Common year-end mistakes and what can still be done to avoid or correct them.
Then, the floor is yours!
Bring your questions, including those challenging situations that do not always have straightforward answers.
This is not another hour of PowerPoint slides. It is an opportunity to get practical guidance and clarification on the rules that matter most as we approach December 31.
Date: Wednesday, November 18, 2026 Time: 2:00–3:00 PM ET Cost: Complimentary Recording: Available to registrants for 60 days
Register now and submit your questions in advance!
Click Here to Register
Presented by Appleby Retirement Consulting Inc.
This session provides general educational information and is not intended to replace individualized tax or legal advice.
253 Silvertop DriveGrayson, GA 30017
Telephone: 973-313-9877
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