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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


Training Events (LIVE)

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Past events

27 Feb 2025 Assessing Roth IRA Conversion Suitability: Identifying the Ideal Client
21 Nov 2024 The Options for Funding a Roth IRA
07 Nov 2024 Year-End Planning for IRAs
08 Sep 2023 Part 1 of 2: Key Factor for Choosing Between a SEP IRA and a SIMPLE IRA
15 Feb 2023 SECURE Act 2.0. Key IRA provisions-Lunch and Learn
16 Dec 2022 Ask Denise Anything About IRAs- Open Forum
17 Oct 2022 The Waiver of Excise Tax on RMDs: IRS Notice 2022-53 Explained
22 Sep 2022 Webinar Do-Over:Options for eligible designated beneficiaries: nonspouse
08 Sep 2022 IRA 15-20 Minute-Session: Options for eligible designated beneficiary: nonspouse
01 Sep 2022 IRA 15-20 Minute-Session: The 10-year Rule for Designated Beneficiaries
07 Jul 2022 The proposed RMD Regulations: A members Only event
07 Jul 2022 The Proposed RMD Regulations
24 Feb 2022 Lunch&Learn with Denise Appleby:-Part 2: Recharacterizations, Excess Contribution Corrections, and Tax Reporting of IRA Contributions
17 Feb 2022 Lunch&Learn with Denise Appleby:-Part 1: IRA Contributions- Eligibility, Deductibility, and Backdoor Roth IRA Contributions
18 Oct 2021 Critical 2021 Year-End Planning for IRAs and Employer Plans
22 Sep 2021 IRA and Retirement Plan Changes and Planning for 2021 (IRCP)
20 Jul 2021 Appleby’s Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: SECURE Act Updated
08 Jul 2021 Appleby’s Guide to Avoiding the Top 10 Mistakes That Can Wipe out Retirement Savings
20 May 2021 Word on the Street: Beneficiary Options for Retirement Accounts: A Discussion about the SECURE Act Changes and IRS Explanations in Pub-590-B
30 Jun 2020 Breaking: COVID-19 IRA/401(k) Distribution IRS Guidance Provided
12 Jun 2020 Appleby’s Top 10 Factor for Choosing Between a SEP IRA and a SIMPLE IRA
04 Jun 2020 Appleby’s Guide to Avoiding the Top 10 IRA Distribution Mistakes
01 May 2020 Appleby’s Top 20 Roth Rules to Tax Free Retirement Income Through Roth Accounts
30 Apr 2020 Appleby’s Guide to Avoiding Tax Traps for Beneficiary Distributions from IRAs and Employer-Sponsored Retirement Plans, Including the Impact of the SECURE Act's Changes
24 Apr 2020 COVID-19 IRA and Plan Provision Contributions, Distributions, and Loans (ACV9)
20 Apr 2020 COVID-19 IRA and Plan Provision Contributions, Distributions, and Loans (ACV9)
27 Mar 2020 COVID-19 and IRA/401(k) Withdrawals – Rules and Regulations
21 Jan 2020 SECURE Act Webinar: The 10 Most Significant IRA Changes made by the SECURE Act
11 Dec 2019 Twenty Essential IRA Tips for Saving Taxes and Avoiding Penalties (IRAS)
05 Nov 2019 Guide to Avoiding the Top 10 IRA Distribution Mistakes (IRA4)
29 Oct 2019 Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties (IRA5)
18 Sep 2019 Guide to the Early Distribution Penalty Exceptions for Distributions from Retirement Accounts (IRA6)
07 Aug 2019 Top 10 Factor for Choosing Between a SEP IRA and a SIMPLE IRA (IRA7)
17 Jul 2019 How to Split Retirement Accounts as Part of a Divorce Settlement (IRA3)
12 Jun 2019 Top 20 Roth Rules to TaxFree Retirement Income Through Roth Accounts (IRA2)
05 Jun 2019 IRAs and Retirement Accounts for Life-changing Events: Marriage, Divorce, Retirement and Death (ILCE)
08 May 2019 2019 MOKAN Trust & Financial Services Conference
20 Mar 2019 IRA Updates and Reminders
12 Dec 2018 Twenty Essential IRA Tips for Saving Taxes and Avoiding Penalties
05 Nov 2018 Top 10 Factor for Choosing Between a SEP IRA and a SIMPLE IRA
29 Oct 2018 Guide to the Early Distribution Penalty Exceptions for Distributions from Retirement Accounts
18 Sep 2018 Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties
23 Aug 2018 New Planning Strategies for Retirement Account Rollovers and Transfers
15 Aug 2018 New Planning Strategies for Retirement Account Rollovers and Transfers
10 Aug 2018 Guide to Avoiding the Top 10 IRA Distribution Mistakes
26 Jul 2018 Creditor Protection of Retirement Plan Assets
17 Jul 2018 Guide to the Fundamental Rules of Tax-Free Roth 401(k)s
28 Jun 2018 Leveraging the Social Security Claiming Decision to Uncover Opportunities to Bring Value to Your Clients and Prospects
11 Jun 2018 Top 20 Roth Rules to Tax Free Retirement Income Through Roth Accounts
31 May 2018 Beneficiary Options for IRAs and Employer Sponsored Retirement Plans:-Designations, Distributions and Avoiding Traps
15 May 2018 Guide to Avoiding Tax Traps for Beneficiary Distributions from IRAs and Employer-Sponsored Retirement Plans
19 Apr 2018 Rollover Strategies: Rules, Limitations and Exceptions for Retirement Plans and IRAs
22 Nov 2017 20 Essential IRA Tips for Saving Taxes and Avoiding Penalties (IRAS)- Surgent
02 Oct 2017 20 Essential IRA Tips for Saving Taxes and Avoiding Penalties (IRAS)- Surgent
24 Sep 2017 Distribution, rollover and beneficiary tax planning for defined contribution plans and IRAs
24 Sep 2017 Distribution, rollover and beneficiary tax planning for defined contribution plans and IRAs
31 Aug 2017 Lunch and Learn IRA Techniques with Denise Appleby: August to December 2017
09 Aug 2017 What Tax Practitioners Should Know about Required Minimum Distributions from IRAs and Qualified Plans - Edward Jones
01 Aug 2017 The Most Tax Advantaged Ways of Getting Money Out of Your IRA or Pension Plan (GMOI)-through Surgent
19 Jan 2017 SUBSTANTIALLY EQUAL PERIODIC PAYMENTS (SEPP)/72(t) DISTRIBUTIONS
12 Dec 2016 Essential IRA Tips for Saving Taxes and Avoiding Penalties
08 Dec 2016 Three Critical Roth Conversion Rules Every Advisor Should Know
06 Dec 2016 FREE Webinar-IRA Year-End Reminders, Updates and Open IRA-Forum
24 Nov 2016 401(k) Plans for Small Business Owners (SBO-K)- Key Reminders
17 Nov 2016 Effective Strategies for Avoiding RMD Mistakes and Penalties
10 Nov 2016 Roth 401(k)s - Fundamentals of Designated Roth Accounts (DRA)s
27 Oct 2016 Rollovers Strategies for Asset Consolidation in retirement accounts : Rules, Limitations and Exceptions for IRAs and other retirement accounts
20 Oct 2016 “Rollovers and Transfers for Employer Plans and IRAs: Before and after death legalities and practical tips"
29 Sep 2016 IRA 4th QTR Reminders, Updates and Open IRA-Forum
18 Aug 2016 Top 20 IRA Rules Every Tax Practitioner Should Know (IRUL)
10 Aug 2016 Top 20 IRA Rules Every Tax Practitioner Should Know (IRUL)
01 Aug 2016 The Most Tax Advantaged Ways of Getting Money Out of Your IRA or Pension Plan (GMOI)
14 Jul 2016 Surgent's Ins and Outs of Setting Up and Administering Solo 401(k)'s for Your Clients (S401)
24 Jun 2016 The Best Planning Strategies for Taking Early and Required Minimum Distributions for IRAs and Qualified Plans (PSMD)
23 Jun 2016 The New Fiduciary Rules: How They Affect Financial Advisors
23 May 2016 Ins and Outs of Self-Directed IRAs (IOSD)
11 May 2016 Rules for Contributing to Multiple Retirement Plans
04 Apr 2016 Essential IRA Tips for Saving Taxes and Avoiding Penalties
23 Mar 2016 Tax Planning Tips and Solutions for IRA and Small Business Owners
07 Dec 2015 The Best Planning Strategies for Taking Early and Required Minimum Distributions for IRAs and Qualified Plans (PSMD)
19 Nov 2015 IRA Year-End Reminders, Updates and Open IRA-Forum
13 Nov 2015 The Most Tax Advantaged Ways of Getting Money Out of Your IRA or Pension Plan (GMOI)
02 Nov 2015 Surgent's Guide to What You Need to Know About Roth IRA's (RIRA)
28 Oct 2015 Surgent's Ins and Outs of Setting Up and Administering Solo 401(k)'s for Your Clients (S401)
22 Oct 2015 Simplifying Self-Directed IRAs for You and Your Clients
24 Sep 2015 The Top 5 Roth Conversions and Recharacterization Rules
17 Sep 2015 Ins and Outs of Self-Directed IRAs (IOSD)
16 Sep 2015 All-Star Tax Series -IRAs from A to Z: What Tax Practitioners Need to Know (IRAZ)
27 Aug 2015 The Top Ten SIMPLE IRA Rules
31 Jul 2015 The Most Tax Advantaged Ways of Getting Money Out of Your IRA or Pension Plan (GMOI)
21 Apr 2015 Beneficiary Options for IRAs and Employer Sponsored Retirement Plans - Designations, Distributions and Avoiding Traps
07 Apr 2015 An Introduction to rollover and transfers rules for Retirement Accounts
17 Mar 2015 Tax Planning Tips and Solutions for IRA and Small Business Owners
21 Jan 2015 Rollovers and Transfers: Rules, Limitations, Exceptions - Focus on IRAs
17 Dec 2014 Taxation of Traditional IRAs and Roth IRAs
10 Dec 2014 FREE IRA Year-End Updates and Open IRA-Forum
19 Nov 2014 Early Distributions: Penalties and Exceptions- Focus on SEPP/72(t) Distributions
12 Nov 2014 Traditional IRA Distributions: Optional, Required, Penalties
22 Oct 2014 IRA BENEFICIARY MATTERS: DESIGNATIONS, DISTRIBUTION OPTIONS, AND AVOIDING TRAPS
24 Sep 2014 REQUIRED MINIMUM DISTRIBUTION RULES FOR IRAS: RULES, ROLES AND RESPONSIBILITIES
10 Sep 2014 ROTH CONVERSIONS AND RECHARACTERIZATIONS
20 Aug 2014 Rollovers and Transfers: Rules, Limitations, Exceptions - Focus on IRAs
16 Oct 2013 REQUIRED MINIMUM DISTRIBUTION RULES FOR IRAS: RULES, ROLES AND RESPONSIBILITIES
18 Sep 2013 IRA BENEFICIARY MATTERS: DESIGNATIONS, DISTRIBUTION OPTIONS, AND AVOIDING TRAPS
09 Sep 2013 ROTH CONVERSIONS AND RECHARACTERIZATIONS
23 Jan 2013 Early Distributions: Penalties and Exceptions- Focus on SEPP/72(t) Distributions
20 Nov 2012 REQUIRED MINIMUM DISTRIBUTION RULES FOR IRAS: RULES, ROLES AND RESPONSIBILITIES
16 Oct 2012 IRA BENEFICIARY MATTERS: DESIGNATIONS, DISTRIBUTION OPTIONS, AND AVOIDING TRAPS
18 Sep 2012 ROTH CONVERSIONS AND RECHARACTERIZATIONS
07 Aug 2012 SIMPLE IRAs Simplified
05 Mar 2012 Webinar: SEPP-72(t) Distributions- An overview

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Telephone: 973-313-9877

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