Webinar Registration

How to Avoid The Top 10 Costly IRA Mistakes
(Approved for 2 IAR CE) - 10.07.2024
Boost Your Client's Retirement Savings and Income Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Monday, October, 7
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ET
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120 minutes
Earn 2 CE credit Trusted by 10,000+ financial advisors
Denise Appleby
Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA

What You'll Learn

CE Eligible: Two credits for subscribers who need IAR, CFP, PACE and CPE credits.

Join retirement expert Denise Appleby as she explains how these mistakes are often made and what you can do to protect your clients’ IRAs. Topics she will cover include real-life case studies and practical…

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What You'll Learn
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Webinar Description

CE Eligible: Two credits for subscribers who need IAR, CFP, PACE and CPE credits.

Join retirement expert Denise Appleby as she explains how these mistakes are often made and what you can do to protect your clients’ IRAs. Topics she will cover include real-life case studies and practical examples.

Highlights of Denise's webinar include the following:

• The 6% and how to avoid it.

• The 10% additional tax and how to avoid traps for the unwary

• How to avoid or escape the 25% RMD penalty on RMD shortfalls.

• The 100% taxability: How an impermissible portability move could result in 100% loss of tax-deferral and the protective measures that can prevent that.