Help Your Clients (and Their Beneficiaries)
Properly Implement Inherited IRAs
and Inherited Employer Plans?
The New York Times projects $16 trillion will be transferred to beneficiaries over the next ten years. With almost $40 trillion held in tax-deferred retirement accounts—most of which are owned by Baby Boomers—IRAs and employer plan assets will be part of this transfer. Advisors must be able to help beneficiaries avoid pitfalls when transferring these inherited accounts to avoid mistakes that result in unintended distributions, loss of tax-deferred growth, and excise taxes.
This is why we have turned to national IRA expert, Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, to put together this very timely presentation entitled, “Rollover and Transfer Rules for Beneficiaries of IRAs and Employer Plan Accounts”.
In this 77-minute presentation, Denise will practically explain how to:
- Properly implement pre-mortem planning to prevent unintentionally disinheriting (intended) beneficiaries
- Override distribution plan provisions that are more restrictive than the RMD regulations
- Explain the rollover and transfer options available to each class of beneficiaries
- Execute the unique distribution provisions that are available to spouse beneficiaries
- Avoid unintentional distributions of an inherited IRA
- And much more!
Your purchase includes an instantly downloadable MP4 video and audio recording, and PDF handout materials. You get all of this and more for your office for just $99. A PDF transcript is available as an add-on for an additional fee.
- Program Title: Rollover and Transfer Rules for Beneficiaries of IRAs and Employer Plan Accounts
- Speaker: Denise Appleby
- Duration: 77 minutes
Purchase
ABOUT THE SPEAKER
Denise Appleby
MJ, CISP, CRC, CRPS, CRSP, APA
Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, is an author, consultant, trainer, and speaker on the tax laws and operations compliance that govern IRAs and employer sponsored retirement plans. She is the owner of Appleby Retirement Plans Consulting, located on the Internet at Appleby Consulting Inc. and is the creator and CEO of The Retirement Dictionary. Ms. Appleby’s retirement-plans-related experiences include working as a retirement plans product manager, training manager, compliance consultant, technical help desk manager, and writer. She has written over 500 articles for many financial newsletters including Investopedia, Pershing LLC’s “Sixty Something,” “The Pershing Press,” “Ed Slott’s…
IMPORTANT NOTICE REGARDING CE CREDIT
The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.
However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.