CE Eligible: Two Products and Practices 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.
*CE/CPE Eligible: 2.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 2.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.