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Session # 3:
Avoiding Tax Traps for Beneficiary Distributions

Date: Wednesday, October 16, 2024 at 1:00 PM ET

CE Eligible

Duration: 150 minutes

Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA

Retirement Account Expert

Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, is an Experienced Presenter with deep knowledge in Retirement Savings and Income Planning. With a passion for helping others succeed, they bring valuable insights and practical strategies to every session.

In this session, they will share expert perspectives designed to support your goals and enhance your knowledge in the field.

This is a Masterclass Webinar. Please Buy this Masterclass

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This is session three of a four-part masterclass with expert Denise Appleby that will provide a comprehensive review of the distribution and portability rules for Traditional IRAs, Roth IRAs, and Employer Plans. This session will teach you how to avoid tax traps for beneficiary distributions from IRAs and Employer-Sponsored Retirement Plans. Advisors who attend this session will learn how to (1) Identify the different types of beneficiaries, (2) Know the distribution options available to beneficiaries, (3) Determine the steps that account owners and beneficiaries need to take to preserve the stretch opportunities for multiple generations and (4) Understand the penalty that could apply when beneficiaries do not meet distribution.

*CE/CPE Eligible: 2.0 CE credits are available to FEN Members with these designations: IAR, CFP, CLU, ChFC and RICP. CPA members will earn 2.0 CPE credits.

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.