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Essential IRA Tips for Saving Taxes and Avoiding Penalties

ESSENTIAL IRA TIPS FOR SAVING TAXES AND AVOIDING PENALTIES

Cost $18.75
Presentation Length 1.5 hours

Recorded DateSeptember 28, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Years of savings in an IRA or other tax-deferred retirement account can be lost to avoidable income tax, IRS penalties, and poor tax planning. In many cases, these costs can be avoided by following the provisions in the Internal Revenue Code, IRS regulations, and other IRS guidance. These sources, however, are often very complex and can be easily overlooked or misunderstood. This webinar covers 20 tax-saving tips that can help account owners avoid pitfalls that frequently cost them a great deal of money.

Learning Objectives:


  • Recall rollover tips and traps

  • Identify options for spousal and non-spousal beneficiaries

  • Identify required minimum distributions

  • Recall pre-age 59 ½ distributions

  • Identify tax forms that save taxes and report penalties

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Denise is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA tools and resources for financial, tax, and legal professionals. She has over 20 years of experience in the retirement plans field, including providing training and technical consultation to financial, tax, and legal professionals.

Denise writes and publishes quick reference guides, booklets, and marketing tools for advisors, which are available at http://irapublications.com.

Denise co-authored The Roth IRA Answer Book, The SEP, SIMPLE, SARSEP Answer Book, Quick Reference to IRAs, all three published by Aspen Publishers; and The Adviser's Guide to Retirement Plans for Small Businesses, published by AICPA.

Denise has provided training, including CE approved courses, on the rules and regulations that govern IRAs, SEP IRAs, SIMPLE IRAs, and employer-sponsored qualified plans to thousands of financial advisors, other financial professionals, as well as tax and legal professionals.

Denise is a graduate of The John Marshall Law School, where she obtained a Master of Jurisprudence in Employee Benefits and has earned five professional designations in the field of retirement account rules and regulations.

Denise is also the creator and CEO of www.retirementdictionary.com, a free consumer website containing a wealth of information about retirement accounts rules and regulations. She has appeared on TV programs that include CNBC's Business News, Fox Business Network, The Street, and numerous radio shows; during which she shared her insights on retirement tax laws, and has been quoted in the Wall Street Journal, Investor's Business Daily, CBS Marketwatch's Retirement Weekly, The Street, and other financial publications.

About Our Presenter

Apple2
Appleby Retirement Consulting Inc. provides a wide range of retirement products and services to financial, tax, and legal professionals. Our primary goal is to help prevent mistakes from being made with retirement account transactions; and where possible, provide solutions for mistakes that have already been made.