Early Distributions: Penalties and Exceptions- Focus on SEPP/72(t) Distributions

Presenter: Denise Appleby

Description: An explanation of the rules that govern early distributions ( pre-59 1/2 Distributions) for IRAs, including the roles and responsibilities of interested parties.  

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

Topics Covered:

• Early distribution penalties and exceptions
• Plan types and eligibility for SEPPs and other exceptions
• General rules for SEPPs
• Actions that results in modification of SEPPs
• Tax reporting requirements

Q & A Session

Please Note: We will send you the information to dial into the webinar at least 48 hours prior to the scheduled start time.

Handouts:

• Copy of PowerPoint presentation
• Early Distribution Penalty Exception Quick Reference Guide

Free Technical Consultation: Attendees get two (2)free email technical consultation on the topic covered. To be used within 30-days after attending the webinar.

Price is per dial-in location

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