Description
In this four-part narrated PowerPoint presentation, Tom Tillery will discuss contributions to, and distributions from, various types of retirement plans, enabling you to better review your client's existing estate plan or create an estate plan, which may be even more critical than the assets themselves.
Objectives
- In this course, you will learn to do the following:
- Calculate annual contribution limits for an IRA.
- Differentiate the benefits of a traditional IRA and a Roth IRA.
- Determine who can receive Social Security retirement benefits.
- Identify the eligibility requirements for Medicare.
- Identify minimum qualified plan distribution requirements for employees at age 70.
- Recall the requirements of a salary continuation plan.
Highlights
- Personal retirement savings vehicles, including IRAs and other retirement plans
- Social Security, Medicare and Medicaid
- Retirement income and expenses