How to Avoid the Top 10 Retirement Distribution Disasters (Online Course) |
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As baby boomers rapidly approach retirement age, their ability to retire comfortably may depend on decisions they make in the next few years. The rules on distributions from individual retirement accounts (IRAs) and employer sponsored retirement plans are complex and it's easy for clients to be confused about their options.
In addition to trying to determine if they have sufficient income, clients also must navigate the income and estate tax rules for retirement plans. This program covers the top 10 retirement issues and helps you to get the most for your client.
Issues addressed include:
- Legal and tax issues surrounding beneficiary forms
- How to work with a trust as a beneficiary
- What kind of creditor protection may be available for IRAs and inherited IRAs
- What net unrealized appreciation is and why it's important
- Traps surrounding post-mortem transfers
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