Retirement account rules keep changing, and the mistakes are expensive: missed RMDs, botched rollovers, inherited IRAs handled the wrong way, and errors that can’t always be undone.
In this preview of the February 2027 Masterclass, nationally recognized retirement account expert Denise Appleby walks through the issues she sees advisors and clients get wrong most often, and how to spot them before they become costly.
You’ll come away with:
- The most common retirement account errors, and practical steps to prevent or correct them
- Key rules and deadlines your clients are most likely to miss
- A clear overview of what the full masterclass covers, so you can decide if it’s right for you
About the Full Masterclass: this preview introduces Denise’s four-part Retirement Accounts Masterclass, airing in February 2027. The series offers a total of 8 CE credits for CFP®, IAR, CPA, EA, CDFA® and American College designations. It’s built for advisors who want to become their clients’ go-to resource on retirement accounts.
Join us for the preview to see what’s coming, and bring your questions.
