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Keeping the IRS out of Your Retirement WEBCAST

Wednesday, May 17
8:00am - 9:00am PDT

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Your Desk

1.0 Credits

Member Price $39.00

Non-Member Price $59.00


Money accumulated in IRAs, 401(k) Plans and other qualified accounts will all be taxable when distributed during life or at death. Most clients are unaware of ways to reduce the tax bill on the distributions. This session will explore ways to reduce taxes, eliminate Required Minimum Distributions, reduce market risk and put control of when and how to use the money back in your clients’ hands.


Repositioning Qualified Money to eliminate growing tax burden. Eliminate Required Minimum Distributions. Use IRS Safe-Harbor Rules unknown to most advisors to save taxes on qualified accounts. Increase legacy.



Designed For

CPAs, financial advisors, and tax advisors.


Gain an understanding of pros and cons and tax consequences of distribution options.






Leader Bios

Mary Read

Mary Read CPC, QPA, CPFA is National Director of Pension and Protection Planning at Pentegra Retirement Services and partner of M & R Business Development Group. A leading authority in qualified retirement plans with more than 30 years’ experience, Mary has an extensive background in plan design and development and experience as a marketing executive, financial professional, pension analyst and pension compliance manager for an international company.

Before joining, Pentegra Mary was Vice President Qualified Plan Marketing for National Life Insurance Company. National Life Insurance Company supports career and independent producers in qualified plan sales and has been dedicated to writing qualified plan business for more than 65 years. Prior to joining National Life Mary was a Pension Consultant with an actuarial consulting firm, and previously was Assistant Vice President of Marketing and Retirement Planning for MONY Life Insurance Company of New York.

Mary is a frequent speaker on qualified plans and contributor to industry publications. Among her credits, she has taught pension classes across the country for major financial institutions and been a featured speaker at national meetings for the Society of Financial Service Professionals, AALU, LIMRA, MDRT and the Forum 400.

Mary is the author of three books: My Business is My Main Asset. I Want to Retire. Benefiting from a Plan, 412(e)(3) Safe. Stable. Secure and How to Use the Tax Code to Get the IRS Out of Your Retirement. Mary holds the Certified Pension Consultant (CPC) and Qualified Plan Administrator (QPA) designations from the American Society of Pension Professionals and Actuaries and Qualified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors (NAPA). Mary provides CPE credit to CPAs as a NASBA National Registry of CPE Sponsor.

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Non-Member Price $59.00

Member Price $39.00