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

Effective Strategies for Avoiding RMD Mistakes and Penalties

  • 17 Nov 2016
  • 1:00 PM - 2:00 PM
  • Time is in Eastern Time / Webinar


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Presenter:  Denise  Appleby


Fee: $29 for nonmembers . Free for members

Description: An explanation of the rules that govern required minimum distributions (RMD) for IRAs and employer sponsored retirement plans, such as 401(k)s and 403(b)s, including the roles and responsibilities of interested parties.  


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


Topics Covered: 

  • To understand how to define an RMD
  • To understand how RMDs are calculated
  • To understand how to identify the individuals and accounts that are subject to the RMD rules
  • To learn about the mistakes that can occur, how to avoid such mistakes, and how to correct such mistakes where possible

Please Note: We will send you the information to dial into the webinar at least 24 hours prior to the scheduled start time.




If you are unable to attend: If you register and are unable to attend, please let us know so that we can send you a link to a recording of the webinar.

Please see our cancellation policy here


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