Bob Keebler interviews Denise Appleby and Mike Jones. Their topic is RMDs IN YEAR OF CONVERSION.
Bob Keebler of Baker-Tilley is a recipient of the prestigious National Association of Estate Planners and Councils’ Distinguished Estate Planners award. A LISI Commentator Team member, he is the Editor-in-Chief of CCH's Journal of Retirement Planning and a member of CCH’s Financial and Estate Planning Advisory Board.
Denise Appleby is owner of Appleby Retirement Consulting (applebyconsultinginc.com), a firm which provides retirement planning tools and resources – including newsletter content - to financial and tax planning professionals. Denise is creator and CEO of http://www.retirementdictionary.com and can be reached at Denise@applebyconsultinginc.com
Mike Jones, a partner in Thompson Jones LLP, in Monterey, California, is a consultant in the areas of wealth transfer strategy, trust and probate matters, and family business transitions. Mike is a LISI Commentator Team member and author of The Pension Answer Book: Special Supplement on the Final Regulations Governing Minimum Required Distributions (Panel Publishers). Mike serves on the Editorial Advisory Board of Trusts and Estates as Chair, Retirement Benefits Committee.
This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com
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