You can empower yourself with the knowledge to navigate the intricate retirement planning landscape.
Aligning retirement plans with client goals and objectives
Elevating your expertise in retirement planning will enable you to guide your clients toward a secure retirement. You will learn about various topics, including:
- Two primary types of qualified retirement plans
- A wide array of tax-advantaged retirement plans
- The specific features and benefits of plans tailored to government employees
Avoiding unintended tax consequences
Learning retirement plan provisions will help you advise your clients to avoid unintended tax consequences on estate and retirement plans.
Topics you will examine include:
- Plans for self-employed individuals
- Section 401(a), 403(b), and 457 plans
- Defined benefit and defined contribution plans
- IRAs, Keogh plans, SIMPLE plans, and nonqualified plans
Who Will Benefit
- Financial Planners
- CPAs
- Tax professionals
Key Topics
- Governmental retirement plans
- Qualified retirement plans
- Defined benefit plans
- Defined contribution plans
- Nonqualified retirement plans
- IRAs
- Keogh plans
- SIMPLE plans
- Other plans for the self-employed
Learning Outcomes
- Identify key features of 401(a) plans.
- Calculate contributions for an IRC Section 403(b) plan.
- Identify the types of investments permitted in an Internal Revenue Code (IRC) Section 403(b) retirement plan.
- Identify differences between IRC Sections 457(b) and 457(f) nonqualified deferred compensation plans.