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Thursday, February 18, 2027 Live Webcast

Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings (X1-ATTM-2027-01-WEBNR-49-01)

1:00 PM - 3:00 PM EST
webcast

Vendor Platform

2 CPE Credits in TX

OVERVIEW

Years of growth in a retirement account can be wiped out by one mistake. As such, retirement account owners and their advisors should take care to ensure that IRAs are operated in compliance with the governing regulations.

DESIGNED FOR

All practitioners advising clients on these complex issues

BENEFITS

  • Identify penalties that can apply to distributions, and how they can be avoided
  • Help clients avoid the portability mistakes that can result in unintended tax consequences
  • Move inherited retirement assets in a manner that preserves tax deferred status
  • Help clients avoid ineligible contributions
  • Explain the operational and compliance requirements for Roth IRA conversions

HIGHLIGHTS

  • Coverage of applicable rules from SECURE Act 2.0
  • The 10% penalty
  • Net unrealized appreciation of employer securities
  • Roth IRA conversions
  • Rollovers and the limitations
  • Direct rollovers vs indirect rollovers, and tax withholding 
  • Beneficiary portability rules
  • When a Roth IRA distribution is qualified to be tax-free
  • Excess contributions and the 6% excise tax

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Denise Appleby

Denise Appleby, APA, CISP, CRPS, CRC

Read bio

PRICING

$89.00 - Member

$289.00 - Nonmember

Register Today


Note: Online pre-registration will close on February 18 at 12:30 PM.

ADDITIONAL OPTIONS

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ALSO AVAILABLE

COURSE DEVELOPER

Surgent

AREAS OF INTEREST

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