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Sponsored by Lorman Education
Product ID: 409869EAU
 
Credit & Course Provided by:

Introduction to Individual Retirement Accounts (IRAs): Types and Contribution Rules

OnDemand Webinar (66 minutes)

Explore key concepts of IRA product features, benefits, contributions, and distribution requirements.56% of individuals that can retire remain at work because of financial reasons. One of the perks of working is the ability to take pre-tax or after-tax dollars and place those in a retirement account. Many working in state institutions, universities, public schools, or first responders use a retirement package known as a pension. Qualified retirement plans offer savers a tax-advantaged way to grow savings while also creating liquidity for retirement. The benefit of saving for retirement in a qualified plan is your ability to defer paying income tax on earnings until you actually need it. There are many retirement plans, and also there is a difference between qualified and non-qualified plans. This course will illustrate the definitions and benefits so that you can make good plans for your future.

Authors

Drew Stevens, Ph.D., Stevens Performance Group

Agenda

Understand the Variety of Plans to Make a More Informed Decision About Retirement

Learn the Differences Between IRA, 401(k), 457(b), Roth, and 529 Plans

Understand the Income Gap From Plan Benefits to Your Required Expectations

Identify the Plan or Plans That Make the Most Financial Sense for Your Clients

Separate the Retirement Myths From Facts so That You Can Retire When You Want, How You Want

Compare and Contrast the Variety of Tax Benefits and Savings

Learn How to Get Immediate Assistance and Make Proper Retirement Preparations