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Guest Expert: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby ConsultingRetirement account balances hit a record high, reaching $36.7 Trillion in the Second Quarter of 2023. This increased balance is excellent news for retirement account owners and their beneficiaries....
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A few comments from listeners when they were asked what the learned from the webinar:
There was so much "good" stuff it's difficult to name just a few. Make a checklist for IRA rollovers; making sure to review the account statements before a rollover; the custodian does not withhold the 10% penalty.
- Kathleen C.
Great review and reminders of all the rule changes the past couple of years and what is coming in the future
- Heather C.
One of the main new things I learned about is the Form 5329 for requesting waivers of the excise tax
- Inez S.
There was so much "good" stuff it's difficult to name just a few. Make a checklist for IRA rollovers; making sure to review the account statements before a rollover; the custodian does not withhold the 10% penalty.
- Kathleen C.
Great review and reminders of all the rule changes the past couple of years and what is coming in the future
- Heather C.
One of the main new things I learned about is the Form 5329 for requesting waivers of the excise tax
- Inez S.
good
There was so much "good" stuff it's difficult to name just a few. Make a checklist for IRA rollovers; making sure to review the account statements before a rollover; the custodian does not withhold the 10% penalty.
- Kathleen C.
Great review and reminders of all the rule changes the past couple of years and what is coming in the future
- Heather C.
One of the main new things I learned about is the Form 5329 for requesting waivers of the excise tax
- Inez S.