Early withdrawals from retirement plans can trigger a costly 10% penalty—but not all distributions are subject to the additional tax. This webcast provides a clear, practical overview of when the additional tax applies and the statutory exemptions that allow withdrawals to avoid the tax. Participants will gain actionable guidance to help clients navigate early distributions confidently.

About the Speaker

Bob Kaplan, CPC™, QPA™, QKC, QKA® RMK Consulting

Bob Kaplan is the Former Director of Technical Education for the American Retirement Association (ARA). In this role he was the Subject Matter Expert for the content of the educational programs for the ARA. Bob is also a frequent speaker at industry conferences and on webcasts. Bob is a former member of ASPPA’s Leadership Council and Co-Chair of the organization’s Government Affairs Committee. Bob is a former member of NIPA’s Board of Directors and the Board of Managers of the American Institute of Retirement Education. In 2009, Bob was presented with NIPA’s Lifetime Achievement Award for contributions to the retirement industry. Bob has over 40 years of experience in the retirement industry including administration, consulting, sales and training. He is also a former high school basketball coach.

Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.

Recordings are available one week after the live webcast takes place.