How the SECURE and CARES Acts Changed Retirement Distribution Options with Denise Appleby episode artwork

EPISODE · Sep 8, 2020 · 57 MIN

How the SECURE and CARES Acts Changed Retirement Distribution Options with Denise Appleby

from Smart Women Talk · host Smart Women Talk

How the SECURE and CARES Acts Changed Retirement Distribution OptionsJoin 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 www.deniseappleby.com to learn more about Denise

How the SECURE and CARES Acts Changed Retirement Distribution OptionsJoin 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 www.deniseappleby.com to learn more about Denise

NOW PLAYING

How the SECURE and CARES Acts Changed Retirement Distribution Options with Denise Appleby

0:00 57:15

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Frequently Asked Questions

How long is this episode of Smart Women Talk?

This episode is 57 minutes long.

When was this Smart Women Talk episode published?

This episode was published on September 8, 2020.

What is this episode about?

How the SECURE and CARES Acts Changed Retirement Distribution OptionsJoin 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...

Can I download this Smart Women Talk episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!