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Speaker, author, teacher, consultant: I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans

Recordings of Webinars and Presentations

Recordings of Webinars- click here to access


  • Roth IRA Beneficiary Options With Denise Appleby:
  • SEP vs SIMPLE IRA With Denise Appleby
  • RMD Rules and Strategies Every IRA Practitioner Must Know!
  • IRAs & SECURE Act 1 to SECURE Act 2: A simplified explanation of key technical and operational considerations.
  • Recording of in-person presentation 
  • Critical Rules for Moving Retirement Accounts: Transfers, Rollovers, Roth conversions - Ed Slott Elite Advisors Conference 
  • An explanation of key provisions of SECURE Act 2.0
  • Distribution Options for Eligible Designated Beneficiaries: Nonspouse (Proposed RMD Regulations/SECURE Act update)
  • The 10-year rule for Designated Beneficiaries (proposed RMD Regulations and SECURE Act updated
  • RMD Excise tax Waiver Under Notice 2022-53 : Denise Appleby breaks it down
  •  IRA Season Update 2022 Part 2: Recharacterizations, Excess Contribution Corrections, and Tax Reporting of IRA Contributions.
  • Critical Provisions of The 2022 Proposed Regulations on Required Minimum Distributions. A High-level Overview 
  • IRA Season Update 2022: Part 1: IRA Contributions: Eligibility, Deductibility, and Backdoor Roth IRA Contributions.
  • Watch this before starting Substantially Equal Periodic Payment - SEPP 72t program
  •  Key Retirement Plan Changes and Updates for 2020 and beyond: The SECURE Act, The CARES Act, and In-between
  •  Appleby’s Top 20 Roth Rules to Tax Free Retirement Income Through Roth Accounts
  •  The 10 Most Significant IRA Changes made by the SECURE Act
  •  The Setting Every Community Up for Retirement Enhancement (SECURE) Act-an overview with Denise Appleby and Company

Learn what might change is this becomes law. Questions? Contact Denise -973-313-9877 or

  • Is Your Retirement Plan Really Safe? Creditor Protection of Retirement Plan Assets. Overview: An analysis of the treatment of retirement plan and IRA assets in bankruptcy and in non-bankruptcy creditor claims

Presenter: Richard A. Naegele, Esq.  Fellow, American College of Employee Benefits Counsel Attorney at Law

253 Silvertop Drive
Grayson, GA 30017

Telephone: 973-313-9877

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