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

$149.00

SKU: 409869EAU

Description

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 pretax or aftertax 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 taxadvantaged 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 nonqualified plans. This course will illustrate the definitions and benefits so that you can make good plans for your future.

Date: 2022-06-16 Start Time: End Time:

Learning Objectives

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

Drew Stevens, Ph.D.-Stevens Performance Group