The type of asset movement used can determine whether the movement preserves the tax-deferred status of the account, whether the movement results in unintended distributions and whether the asset movement results in avoidable excise taxes and penalties.
Advisors who understand the rules that apply to these asset movements are better equipped to help their clients use portability strategies that produce intended results. They would be able to help their clients implement strategies can help clients avoid costly mistakes, which range from loss of tax planning opportunities to loss of tax deferred status. Join us to learn how you can help clients protect their retirement assets from these mistakes.
Denise 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
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