Tomorrow: Key Required Minimum Distribution Questions Every Advisor Should be Able to Answer

Attend upcoming webinar and earn continuing education credits. Live Webinars   |   On-Demand   |   All-Access Plan Manage Preferences    |    View in Browser Key Required Minimum Distribution Questions Every Advisor Should be Able to Answer March   28 3 pm - 4:15 pm ET Presenter: Denise Appleby, CEO of Appleby Retirement Consulting Inc. Credits: CPE, 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 are usually optional, until the account owner becomes subject to the required minimum distribution (RMD) rules. RMD must begin for the year in which the account owner reaches age 70½, unless an exception applies. Failure to comply with the RMD rules will result in the account owner owing the IRS a 50% excess accumulation penalty on any RMD shortfall. RMDs must also be taken from inherited accounts, and the process for determining RMDs for these accounts are more complex than those that apply to RMDs for non-inherited accounts. Interested parties must understand the compliance requirements that apply to RMDs, to be able to assist in ensuring that penalties are avoided. In this practical webinar, you will learn: What is an RMD vs a regular distribution How RMDs are calculated How to identify the individuals and accounts that are subject to the RMD rules How to identify mistakes that can occur, how to avoid such mistakes, and how to correct them where possible How the Tax Cuts and Jobs Act impacts the RMD Upon course completion, you will be able to: Identify the types of accounts that are subject to the required minimum distribution rules Recognize the parties that are subject to the required minimum distribution rules Describe the exceptions and special considerations for required minimum distributions Determine whether an account can be rolled over or transferred, when the account owner is in RMD status Define the various responsibilities for interested parties Determine whether qualified charitable distributions can be used to satisfy RMDs 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 Strategies for Negotiating Guarantees and Indemnities March 29 at 1 pm ET Learn More Winning Contract Disputes: Tips for Drafting, Negotiating and Litigating Contracts April 1 at 1 pm ET Learn More FMLA Intermittent Leave Issues: Strategies for Preventing Abuse April 1 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.