Retirement school training courses in Charlotte, NC (public, in-house or online)

Retirement planning has taken on a much greater importance as life expectancies have increased. People are retiring earlier, active retirement life styles have multiplied, and traditionally defined retirement benefit programs are declining. People have many options for financing their retirement, but many don’t take the time to plan how they will live during their retirement years. Without a clear plan, it is difficult to prepare financially for the next chapter of life. This course will re...

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Covers strategies used by financial planners to help clients assess employee benefits and to reduce the tax burden while planning for retirement. Topics include retirement needs analysis; defined benefit and contribution plans; profit sharing; 401k; 403b; ESOP; IRA; SEP-IRA; Roth-IRA; Keogh; TSA; social security benefits and integration; vesting; employee benefits analysis; funding vehicles; plan installation and administration; asset balancing; buy-sell agreements, ERISA; stock redemption and c...

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Learn about retirement benefits and health plans and accurately communicate that information to your employees. Understand all available options, including flexible benefits and flexible spending accounts.

Individual Retirement Accounts examines the rules governing traditional and Roth IRAs, Education IRAs (now called Coverdell Education Savings Accounts), simplified employee pensions and SIMPLEs. With respect to traditional IRAs, the course considers the issues of eligibility, contribution limits and investment vehicles. Tax treatment of traditional IRA funds is discussed, including the treatment of contributions, accumulations, transfers and distributions. The premature distribution penalties an...

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This course will provide an understanding of qualified retirement plans and IRAs (Individual Retirement Accounts), including options; set up; who may contribute, how much, and how often; and distribution. A great introduction to our retirement course offerings, including 401(k), Keogh Plans, and Corporate Pension Plans.

LEARNING OBJECTIVES:
•Understand Qualified Retirement Plans and Individual Retirement Accounts
�Become acquainted with the contribution rules, tax treatment, and ...

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