Online Store

Key IRA Changes Made by the SECURE Act - Denise Appleby

The Setting Every Community Up for Retirement Enhancement (SECURE) Act has given us new rules relating to IRA distributions and contributions.

Practitioners must understand how these changes affect their clients, so that they can help them plan accordingly.

Some of these plans will necessitate revisiting and changing beneficiary planning strategies that were implemented for IRAs.

In this one-hour session on IRA changes, you will learn:

  1. The elimation of age limits on the ability to make contributions to traditional IRAs;
  2. New distribution rules for IRA beneficiaries, including the 10-year distribution rule for some;
  3. Who qualifies for the exception to the 10-year rule;
  4. How the beneficiary options changes affect spouse beneficiaries;
  5. Increase in the required beginning date (RBD).

The presenter is Denise Appleby, APA, CISP, CRPS, CRC®, CRSP founder and owner of Appleby Retirement Consulting, Inc, a firm that provides IRA tools and resources for financial and tax professionals.

Denise Appleby, APA, CISP, CRPS, CRC®, CRSP – IRA Strategies for Mistakes Prevention ExpertDenise has over 15 years of experience in the retirement plans field, and has co-authored several books and written over 400 articles on IRA rules and regulations.

Denise held several senior retirement plans related positions with Pershing LLC, which includes Vice President of Retirement Plans Products and Services, Retirement Plans Manager, Trainer, Training Manager, Compliance Consultant, Technical Help Desk Manager and Writer. Denise has extensive experience with training the staff and financial advisors of many broker-dealers on retirement plans related topics. Denise has also provided training to hundreds of financial advisors, as well as tax and legal professionals on the rules and regulations that govern IRAs, SEP IRAs, SIMPLE IRAs and qualified plans.

Denise’s wealth of knowledge in retirement plans led to her making appearances on CNBC’s Business News, Fox Business Network and numerous radio shows, as wells as being quoted in the Wall Street Journal, Investor’s Business Daily, CBS Marketwatch’s Retirement Weekly and other financial publications, where she gave insights on retirement planning. Her expertise and knack of explaining complex retirement plans rules and regulation, so that they are easily understood, created a demand for her to speak at various conferences and seminars around the country.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.

Overall Rating:   8.8 / 10Key Most Significant IRA Changes Made by the SECURE Act - Denise Appleby

The $29 fee is waived for all 90 Days – $99 and 365 Days – $199 subscriptions. Subscribers have ALL ACCESS to this and 60+ other live, rebroadcast, and on-demand courses at no extra fee!

Retirement Resource Center Risk Free Guarantee

Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fee for the course that was filed prior to cancellation.

Name

Key IRA Changes Made by the SECURE Act - Denise Appleby

Price

$0.00
Members Only
$29.00
Non-Members

Qty