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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


COVID-19 and IRA/401(k) Withdrawals – Rules and Regulations

  • 27 Mar 2020
  • 11:59 AM - 1:00 PM
  • Webinar: TIME ZONE : EST
  • 68

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Presenter : Denise Appleby,MJ,CISP, CRC, CRPS, CRSP, APA.

Join me- Denise Appleby on your phone or computer , as I answer this question from one of my clients " What are the guidelines for people taking money from their IRAs and 401(k)s in order to get through this period of financial difficulty.?"

 Great question Mark !

Free!

 

Topics covered include:
  • Distribution Options
  • Taxation of Distributions
  • 10% exception by plan type, and Ways to get around the 10% penalty
  • Rollover rules
  • Legislative Update

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

 

Space is limited. Book now!

 No pre-approved CE Credits are available for this webinar. Check with your provider to determine if you would be eligible for CE credits.

Joining instructions will be sent one week before the webinar


 

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