Course Description:

Participants who attend this course will become more knowledgeable about their choices and the tax implications when moving and withdrawing funds from retirement plans.

Course Objectives:

• Assess the tax implications for retirement plan rollovers.
• Compare cash distributions vs. direct rollovers.
• Review five choices for retirement plan money when leaving a company.
• Discover a commonly overlooked tax strategy for highly appreciated company stock held in a 401(k).
• Identify the differences between common pension and annuity payout options.
• Evaluate the tax consequences when withdrawing money from a Roth IRA vs. a traditional IRA.
• Recognize a dozen exceptions to early distribution penalties for IRAs and other retirement plans.
• Practice utilizing the current required minimum distribution rules.
• Use life expectancy tables to calculate required minimum distributions.
• Evaluate essential beneficiary designation information using real-life illustrations.
• Utilize three methods to save large amounts five years before retirement.
• Uncover the four largest sources of retiree income.
• Determine how Social Security benefits are calculated and taxed.
• Develop realistic retirement projections.
• Find out how much can be safely withdrawn from retirement accounts to have the money last throughout retirement.
• Learn how to manage retirement plan assets more effectively.

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