Denise Appleby- Author, Speaker on IRAs & Employer Retirement Plans; Consultant, and Trainer of Choice for Financial and Tax Professionals
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Program Name: Appleby’s Guide to the Early Distribution Penalty Exceptions for Distributions from Retirement Accounts
Distributions from retirement accounts that occur before the account owner reaches age 59½ are subject to a 10% additional tax, unless an exception applies.
Eligibility for any of these exceptions is determined by several factors, including the type of account from which the distribution is made. Making a wrong move can result in a retirement account owner losing eligibility for an exception. In some cases, exceptions can only be claimed through proper reporting on the individual's tax return.
Program Name: Appleby’s Top 10 Factor for Choosing Between a SEP IRA and a SIMPLE IRA
SEP IRAs and SIMPLE IRA plans are easy to establish and operate and have little administrative cost. They are also easy to communicate to employees and are often considered to be ideal starter plans for small businesses. Both plans have competing and similar features and benefits that would make them suitable for the small business.
Years of savings in an IRA or other tax deferred retirement account can be lost to avoidable income tax, IRS penalties and poor tax planning. In many cases, these costs can be avoided by following the provisions in the Internal Revenue Code, IRS regulations and other IRS guidance. These sources, however, are often very complex and can be easily overlooked or misunderstood. This webinar covers 20 tax saving tips that can help account owners avoid pitfalls that frequently cost them a great deal of money.
Tax advisors counseling clients with IRAs
A basic understanding of individual income tax
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