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Appleby Retirement Consulting Inc | 973-313-9877

Speaker, author, teacher, consultant: I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans

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FREE IRA Year-End Updates and Open IRA-Forum

When
10 Dec 2014
1:00 PM - 2:00 PM
Location
Webinar: TIME ZONE : EST

Registration

1:Gold, Silver and Bronze Members: FREE
Webinars are always free for Gold members. Some webinars are free to other members, depending on membership level
2: Regular ( Other- including non-members)
General Public. Webinars are always free for Gold members. Some webinars are free to other members, depending on membership level. Become a member and get free access to webinars and more

Please click this 'register' button to start the registration process. If you experience difficulty of have questions, please contact us at 973-313-9877 or Customerservice@applebyconsultinginc.com. We look forward to your attendance.

Registration is closed

Presenter: Denise
Appleby

Fee: FREE

Description: A high level update of new IRA and employer plan rules, year-end reminders and open forum. Ask any question about IRAs , rollover from employer plans, and employer plans for small businesses.

Target Audience: Financial Advisors | Tax professionals | Financial professionals, including the staff at Credit Unions, Banks, Brokerage Firms and other financial institutions

Topics Covered:

New after-tax rollover rules
New IRA rollover limitations
RMD deadlines and refresher
Other year-end deadlines
Open forum. Ask any IRA question.

Q & A Session

Please Note: We will send you the information to dial into the webinar at least 48 hours prior to the scheduled start time.

SPACE IS LIMITED. REGISTER NOW AND RESERVE YOUR SPOT

253 Silvertop Drive
Grayson, GA 30017

Telephone: 973-313-9877

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