Image For Activity Cover
Critical IRA Tax Planning for Q4 of 2024, Part 2: Rollover and Transfer Limitations for IRA Owners
Course Information
Content Level:Intermediate
NAPFA Subject Area: E - Retirement Planning

Attend the entire live program to earn 1 NAPFA CE and 1 CFP® CE. To earn 1 NASBA CPE, make note of the three codes that will be posted in the live Chat, then return to this course after an hour to complete the NASBA quiz component.
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. Assist 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(s)
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: Registration Required
Access expires on 11/20/2024
Location: Online Meeting
Date / Time: Nov 12, 2024 3:00 PM - 4:00 PM EST
Cost: Member: $39.00
Non-Member: $59.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
1 EA CE Credit
1 NASBA CPE Credit
Contains: 2 Courses
Recommended
Powered By