Image For Activity Cover
The SECURE Act & Other Developments That Significantly Impact Retirement Accounts
Course Information
Content Level: Intermediate
NAPFA Subject Area: E-Retirement Planning & Emp. Benefits
Course Description
This presentation will cover key changes made by the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019, the new required minimum distribution tables, and other changes and updates that affect IRAs and other retirement accounts. These changes primarily affect contributions, including rollover contributions and distributions, which have resulted in numerous questions from affected parties. The discussion will cover technical changes, as well as applicable compliance and operational requirements focusing on helping clients avoid costly mistakes.
Learning Objectives
  1. Discover the new SECURE Act changes relating to IRAs and employer plans
  2. Learn how to apply the new SECURE Act changes relating to IRAs and employer plans
  3. Understand other significant changes impacting retirement accounts
Speaker
Denise Appleby 

Denise is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA technical consultation, training and resources for financial, tax and legal professionals. She has over 20 years of experience in the retirement plans field.

Denise writes and publishes booklets and marketing tools for advisors. Denise has also co-authored books that include The Roth IRA Answer Book, The SEP, SIMPLE, SARSEP Answer Book, Quick Reference to IRAs, all Published by Aspen Publishers.

Denise is a graduate of The John Marshall Law School, where she obtained a Master of Jurisprudence in Employee Benefits, and has earned 5 professional designations in the field of retirement account rules and regulations.

She is the creator and CEO of www.retirementdictionary.com, a free consumer website containing information about retirement accounts rules and regulations. She has appeared on numerous TV and radio programs and quoted in leading media publications.

Summary
Availability: On-Demand
Expires on Dec 31, 2024
Initial Cost: Member: $39.00
Non-Member: $59.00
Additional Cost: CFP® CE: $10.00
Credit Offered:
1.5 NAPFA CE Credits
1.5 CFP® CE Credits
Contains: 2 Courses
Recommended
Powered By