All Episodes

September 8, 2020 57 min
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.

Visit to learn more about Denise
Mark as Played

Chat About Smart Women Talk Radio

Advertise With Us

Popular Podcasts

Crime Junkie
The Daily

The Daily

This is what the news should sound like. The biggest stories of our time, told by the best journalists in the world. Hosted by Michael Barbaro. Twenty minutes a day, five days a week, ready by 6 a.m.

Dateline NBC

Dateline NBC

Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.

For You

    Music, radio and podcasts, all free. Listen online or download the iHeartRadio App.


    © 2021 iHeartMedia, Inc.