RMDs for IRA Account Owners:
Key RMD Rules for Ensuring Compliance
and Avoiding Common Traps
Being able to properly advise your clients on IRA planning is a sure way to gain a competitive advantage. However, to go through the mountains of information and training needed to properly guide clients can be overwhelming, time-consuming and cumbersome.
Whether you’re an estate planning attorney, financial advisor, CPA or other type of professional, you will want to tune into this special presentation by nationally renowned IRA expert, Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA entitled, “RMDs for IRA Account Owners: Key RMD Rules for Ensuring Compliance and Avoiding Common Traps”.
This is the first module of a special 3-part course that you may be interested in. For more details about the Appleby Bytes 3-Part Course, click here.
In this 48-minute presentation, Denise will answer some of the most common questions, while ensuring that they focus on the general rules that apply to RMDs. This is a great way to kick start the RMD course and you will likely get answers to some of your RMD questions.
You will find this presentation helpful for client matters related to RMDs and through this presentation, you will learn:
- How the IRS knows which accounts are subject to RMDs
- What is an RMD, and distributions which count as RMDs
- RMD Updates: Changes for 2020 and after
- The three RMD tables, which to use when
- The new RMD tables, when they become effective and how they affect RMD calculations
- When RMDs must begin
- What would happen when an RMD is not taken by the applicable deadline
- How to ensure that RMD calculations are accurate
- Recommended procedures that can be adopted to obtain a waiver of the excess accumulation penalty for missed RMDs
- How to apply RMD aggregation rules
- And much more!
Your purchase includes an instantly downloadable video and audio presentation and PDF handout materials. You get all of this for you and your entire office for just $149. A PDF transcript is available as an add-on for an additional fee.
- Program Title: RMDs for Retirement Account Owners: Key RMD Rules for Ensuring Compliance and Avoiding Common Traps
- Speaker: Denise Appleby
- Duration: 48 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.