Guide to the Early Distribution Penalty Exceptions for Distributions from Retirement Accounts

Attend upcoming webinar and earn continuing education credits. Live Webinars   |   On-Demand   |   All-Access Plan Manage Preferences    |    View in Browser Guide to the Early Distribution Penalty Exceptions for Distributions from Retirement Accounts September   10 1 pm - 2:15 pm ET Presenter: Denise Appleby, CEO of Appleby Retirement Consulting Inc. Credits: CPE, IRS EA, HRCI, SHRM & CLE in all states (Credit Details) Can't attend live? By registering, you will be able to view the course live, view a recording at any time after the live presentation, or both. Viewing Options: View on your computer, tablet, or smartphone Learn More Register Today Course Description   Distributions from retirement accounts that occur before the account owner reaches age 59½ are subject to a 10% additional tax - unless an exception applies. Eligibility for any of these exceptions is determined by several factors, including the type of account from which the distribution is made. In some cases, exceptions can only be claimed through proper reporting on the individual's tax return. Making a wrong move can result in a retirement account owner losing eligibility for an exception. In this practical webinar, you will learn: What types of exceptions are available to the age 59½ rule The differences and benefits for each exception by plan/account type The rules that apply to the Substantially Equal periodic payments program How to transfer, rollover rules, and their effects on qualifications for the exceptions How to claim the exception when an IRA custodian's tax reporting shows no exception Upon course completion, you will be able to: Identify early distributions Determine the taxability of distributions Determine whether distributions can result in avoidable penalties Compare the different penalty exceptions that apply to different types of retirement plans Identify how beneficiaries can avoid unintended tax consequences from unintentional distributions Identify opportunities for tax reduction strategies for distributions from employer-sponsored plans Learn More Register Today About The Presenter   Denise Appleby is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA tools and resources for financial and tax professionals. She has over 18 years of experience in the retirement plans field, which includes providing training and technical consultation. Ms. Appleby has co-authored The Roth IRA Answer Book (Published by Aspen Publishers), Quick Reference to IRAs (Published by Aspen Publishers), and Adviser's Guide to Retirement Plans for Small Businesses (Published by AICPA). She is a graduate of Rutgers State University and has earned 5 professional designations in the field of retirement account rules and regulations to include: CISP, CRC, CRPS, CRSP, and APA. Learn More Register Today All-Access Membership   ● Earn continuing education credit for no additional fee ● Access courses on your computer, tablet, or smartphone ● More than 75 live webinars each month ● More than 1,500 on-demand courses Learn More Upcoming Webinars The Complete Guide to Depreciation and Amortization September 17 at 1 pm ET Learn More Master Vendor Files Best Practices September 18 at 1 pm ET Learn More Taxation of Athletes, Artists, and Entertainers September 19 at 3 pm ET Learn More Questions? Please call us at 703-372-0550 Our Mailing Address: Clear Law Institute | 4601 N. Fairfax Dr., Ste 1200 | Arlington | VA | 22203 Remove me from future emails. Manage email preferences. This email was sent to virginia.duffy.planetduffy@blogger.com. If you are receiving it in error, please reply to this email.