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Retirement Distributions: Planning Options

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Course Description

With the nation's largest generation facing retirement, plan assets amount to almost $10 trillion, and as legislators debate Social Security and pension plans, private retirement accounts are a critical asset for aging clients and forward-thinking families. Improper beneficiary choices and faulty distribution calculations can result in penalties or unnecessary taxes and may cause your clients to lose as much as 75 percent of their retirement plan. Go beyond mere calculations and learn how to really assist your clients with their retirement planning.Course materials contain final regulations governing plan distributions and copies of all pertinent IRS forms and rulings. Updated with the latest cases, rulings, regulations and legislation, this course provides you with the necessary tools to better serve clients who are about to retire or begin IRA withdrawals on their own or as a beneficiary. Note: There is a minimum passing rate of 70% for this course.

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Learning Format 6.5 Hours
Webcast / Webinar

Credit Type(s)
Other