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Guest Expert: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby ConsultingIn this webinar retirement expert, Denise Appleby, discussed how you can help clients make key tax-efficient year-end planning moves for their retirement accounts for 2023 and 2024. Major topi...
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When attendees were asked what they learned, they responded:
1) The clarity of "beneficiary" classes 2) The fact that the actual QCD age is lower than the RMD age 3) How & when a plan defaults to the 10-year rule
- Darin D.
Grateful for the handouts and all the information. Quite a few lessons learned.
- Irvin S.
helped clarify some of the intricacies of inherited IRAs and RMD requirements for the different types of beneficiaries.
- Gavin M.
I learned questions to ask when client inherits a qualified retirement account. Glad to know excise tax decreased to 25% and that administrative error by advisor or financial institution is acceptable for waiver of excise tax.
- Marian J.
RMD's are not straightforward and I should have the conversation with all clients in that space - and their beneficiaries. Excellent presentation! It was obvious Denise is an expert in this field.
- Alexis B.
1) The clarity of "beneficiary" classes 2) The fact that the actual QCD age is lower than the RMD age 3) How & when a plan defaults to the 10-year rule
- Darin D.
Grateful for the handouts and all the information. Quite a few lessons learned.
- Irvin S.
helped clarify some of the intricacies of inherited IRAs and RMD requirements for the different types of beneficiaries.
- Gavin M.
I learned questions to ask when client inherits a qualified retirement account. Glad to know excise tax decreased to 25% and that administrative error by advisor or financial institution is acceptable for waiver of excise tax.
- Marian J.
RMD's are not straightforward and I should have the conversation with all clients in that space - and their beneficiaries. Excellent presentation! It was obvious Denise is an expert in this field.
- Alexis B.
1) The clarity of "beneficiary" classes 2) The fact that the actual QCD age is lower than the RMD age 3) How & when a plan defaults to the 10-year rule
- Darin D.
Grateful for the handouts and all the information. Quite a few lessons learned.
- Irvin S.
helped clarify some of the intricacies of inherited IRAs and RMD requirements for the different types of beneficiaries.
- Gavin M.
I learned questions to ask when client inherits a qualified retirement account. Glad to know excise tax decreased to 25% and that administrative error by advisor or financial institution is acceptable for waiver of excise tax.
- Marian J.
RMD's are not straightforward and I should have the conversation with all clients in that space - and their beneficiaries. Excellent presentation! It was obvious Denise is an expert in this field.
- Alexis B.