DESCRIPTION

Join us for a 2-hour webinar designed to help individuals and professionals navigate the basics of retirement planning taxation. Whether you’re planning for your own retirement or advising clients, this session will equip you with an understanding of the various retirement plan options, tax implications, and strategies for maximizing retirement funding.

LEARNING OBJECTIVES

  • Define qualified and non-qualified retirement plans, as well as defined contribution and defined benefit plans
  • Review the three traditional retirement funding “buckets”
  • Identify the tax rules for contributions to, and distributions from, 401(k) and profit-sharing plans, SIMPLE IRA plans, SEP-IRA plans, and Traditional and Roth IRA plans

Prerequisites

None

Advanced Preparation

None

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