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Critical IRA Tax Planning for Q4 of 2024 (a Two-Part Guide)
Course Information
Content Level: Intermediate
NAPFA Subject Area: E - Retirement Planning

Each session offers 1 NAPFA CE in E – Retirement Planning, 1 CFP® CE, 1 IRS CE, and 1 NASBA CPE (field of study: Specialized Knowledge).

Join Denise Appleby, “the IRA Whisperer,” for this two-part program:

  • Part 1: Auditing an IRA for Corrections Due by October 15

Thursday, September 19 | 3:00 PM ET

  • Part 2: Rollover and Transfer Limitations for IRA Owners

Tuesday, November 12 | 3:00 PM ET

Course Description

One taxpayer owes the IRS $8.5 million for failing to correct an excess contribution, while another had their $500,000 traditional IRA disqualified due to a bad rollover decision. How can you help clients avoid these costly errors? Join NAPFA for a comprehensive two-part series led by national IRA expert Denise Appleby. This timely series will cover essential rules for preventing ineligible contributions and bad rollovers and provide guidance on corrective steps to take when mistakes occur.

Learning Objectives
  1. Learn how to audit an IRA to identify transactions that require corrections by October 15 and December 31.
  2. Assit clients in evaluating whether a rollover is permissible under IRS regulations.
  3. Identify and recommend appropriate solutions for clients at risk of violating key IRA portability rules.
Speaker
Denise Appleby, MJ, APA, CISP, CRC, CRPS, CRSP
Founder and CEO of Appleby Retirement Consulting Inc.
Denise Appleby, MJ, APA, CISP, CRC, CRPS, CRSP, is the founder and CEO of Appleby Retirement Consulting Inc., a firm that provides IRA consulting and resources for financial, tax, and legal professionals. With over 20 years of experience in the retirement plans field, Denise excels in training, speaking and legal writing. Known as “the IRA whisperer,” she writes and publishes educational and marketing tools for advisors, co-authored several books on IRAs and has appeared on numerous media programs. Denise earned her Master of Jurisprudence in Employee Benefits from The John Marshall Law School. 
Summary
Availability: On-Demand
Access expires on 11/20/2024
Cost: Member: $49.00
Non-Member: $99.00
Credit Offered:
2 NAPFA CE Credits
2 CFP® CE Credits
2 EA CE Credits
2 NASBA CPE Credits
Contains: 2 live NAPFA/CFP/IRS CEs, 2 NASBA w/quiz
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