Retirement Distributions: Planning Options Webinar

Recognize key income and penalty tax issues in connection with retirement distributions.Determine how the death of an owner or beneficiary affects distribution calculations.Identify the pros and cons of various beneficiary choices to assist your client in selecting the best options.
Highlights
Retirement accounts are a critical asset. Go beyond calculations. Learn to provide retirement planning.Beneficiary rules are changing. Improper choices and faulty distribution calculations can result in penalties or unnecessary taxes. Changes that affect late rollovers and relief for those in disaster areas show that the law is dynamic and updates are necessary.Course materials contain new regulations governing plan distributions and copies of all appropriate IRS forms and rulings, updated with the latest cases, rulings, regulations and legislation.