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The New York Times projects $16 trillion will be transferred to beneficiaries over the next ten years.
With over $35 trillion held in tax-deferred retirement accounts- most of which is owned by baby boomers, IRAs and employer plan assets will be part of this transfer. Advisors must be able to help beneficiaries avoid pitfalls when transferring these inherited accounts to avoid mistakes that result in unintended distributions, loss of tax-deferred growth, and excise taxes.
In "Rollover and Transfer Rules for Beneficiaries: The Mistake-Free Ways to Accept, Move, and Distribute Inherited IRAs and Inherited Employer Plans" by Denise Appleby, you will learn how to:
- Implement pre-mortem planning to prevent unintentionally disinheriting (intended) beneficiaries;
- Override distribution limitations that are more restrictive than the RMD regulations;
- Explain the rollover and transfer options available to each class of beneficiaries;
- Execute the unique distribution provisions that are available to spouse beneficiaries.
This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Your presenter is Denise Appleby, MJ, CISP, CRC®, CRPS, CRSP, APA, founder and owner of Appleby Retirement Consulting, Inc, a firm that provides IRA tools and resources for financial and tax professionals.
Meet Denise Appleby, MJ, CISP, CRC®,CRPS, CRSP, APA, IRAs, 401(k) Mistake Preventions Expert
Retirement planning experience
Denise is founder and owner of Appleby Retirement Consulting, Inc, a firm that provides IRA tools and resources for financial and tax professionals. Denise’s wealth of knowledge in retirement plans led to her making appearances on CNBC’s Business News and being quoted in the Wall Street Journal, Investor’s Business Daily, CBS Marketwatch’s Retirement Weekly and other financial publications, where she gave insights on retirement planning.
Denise held several senior retirement plans related positions with Pershing LLC, which includes Vice President of Retirement Plans Products and Services, Retirement Plans Manager, Trainer, Training Manager, Compliance Consultant, Technical Help Desk Manager and Writer.
While with Pershing, Denise served as a member and firm representative of the Security Industry Association’s (SIA) Retirement and Savings Committee and has spoken at their Savings & Retirement Symposium , which is attended by financial services professionals from a variety of fields, including marketing , sales, legal, operations, and strategic planning.
Retirement planning thought leadership and expertise
Premier provider of training, educational tools, marketing materials and technical consulting services for financial ,tax and legal professionals, on IRAs and employer sponsored retirement plans for small businesses. My firm’s primary goal is to help prevent mistakes from being made with retirement account transactions; and where possible, provide solutions for mistakes that have already been made.
Her specialties include providing tools and support on IRAs and defined contribution plans, including: Translating tax code and regulations into ‘plan language’; providing marketing tools & aids to financial, tax and legal professionals; providing technical support to financial, tax and legal professionals, providing training to financial, tax and legal professionals.
Invest in Your Retirement Expertise.
1 hr CFP®, CRC®, and other CE Credit Reporting
We are a CE Sponsor with the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).
We will report your CFP® and/or CRC® credit (no additional reporting fee). Please add your ID at checkout. You are responsible for reporting all other certification CE credit.
Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.
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