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SECURE Act’s Definitive Roadmap to Distribution Options for Inherited IRAs - Denise Appleby

The proposed RMD regulations contradict industry interpretations of the SECURE Act regarding the distribution option for beneficiaries of IRAs and employer plans.

However, advisors can help beneficiaries see through the fog of this confusing messaging by taking them on the right path determined by their beneficiary status.

This program provides an atlas that the advisor can use to determine the different road maps for each beneficiary class and identify tax-efficient solutions where applicable.

In "SECURE Act’s Definitive Roadmap to Distribution Options for Inherited IRAs" by Denise Appleby, you will learn:

  1. Explain the distribution options available to the different classes of beneficiaries;
  2. Identify unique planning opportunities for spouse beneficiaries;
  3. Determine corrective steps when a beneficiary misses the deadline for taking required distributions. 

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

Denise ApplebyDenise 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) checkout.  After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFP® and/or CRC® IDs  You are responsible for reporting all other certifications for CE credit. 

Overall Rating:   4.5 / 5 

The $29 fee is waived for all 90 Days – $125 and 365 Days – $250 subscriptions. Subscribers have ALL ACCESS to this and 50+ 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.


SECURE Act’s Definitive Roadmap to Distribution Options for Inherited IRAs - Denise Appleby


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