How the SECURE and CARES Acts Changed Retirement Distribution Options
Join Denise and Katana as they discuss:
• How the SECURE Act changed distribution options for inherited retirement accounts.
• Ways to identify who is eligible for COVID-19-related distribution.
• Strategies for understanding the changes made to the Required Minimum Distribution rules for 2020.
Denise Appleby is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA tools and resources for financial, tax and legal professionals. She has over 20 years of experience in the retirement plans field, which includes providing training and technical consultation. Denise writes and publishes quick reference guides, booklets, and marketing tools for advisors. She has also co-authored several books. 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.
to learn more about Denise