Cover the basics of retirement plan distributions – from premature distributions to estate planning – in this thorough yet easy-to-follow course. Organized by client life stage, the course shows you how to work with requirements, planning issues and tax implications from the early working years through retirement and estate planning.
Learn About Distribution Planning:
The effects of timing and plan type
- How to avoid or minimize premature distribution penalties
- Hardship distributions and plan loans
- Lifetime required distributions and exceptions
- Taxation issues associated with after death distributions
- Effective planning opportunities
Flexible
Distribution Planning is divided into six lessons designed for rapid, complete learning. View and review lesson elements at your own pace, in any order, to fit your needs and build your expertise.
Interactive
This course features a unique interactive text format, combining text information, lifestyle graphics and same-screen reinforcement exercises. Point-and-click navigation keeps you in control of the learning, while the engaging course content keeps your interest. Each lesson provides learning objectives, definitions of key terms, and self-check quiz, so you can test yourself before moving on to the next lesson.
Authoritative
Created by the renowned editors of Tax Facts, Distribution Planning contains information you can depend on for accuracy, completeness and objectivity.
Click here to order online exams, or call 1-800-543-0874 to order a print exam.
|