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.
Learning Objectives
- You will be able to differentiate between IRA, 401(k), 457(b), Roth and 529 plans.
- You will be able to recognize the importance of estate planning.
- You will be able to differentiate between qualified and non-qualified retirement plans.
- You will be able to differentiate a variety of tax benefits and savings.
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Why Lorman?
Over 36 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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
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Credit
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Why Lorman?
Over 36 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on June 16, 2022.
Call 1-866-352-9540 for further credit information.
CPE/NASBA - QAS Self Study 1.8 including Specialized Knowledge 1.8
- Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a QAS Self Study sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Specialized Knowledge for 1.8 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: QAS Self Study. Please refer to the information in this advertisement for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
MP3 Download
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 36 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Drew Stevens, Ph.D.
Stevens Performance Group
- International financial educator for individuals seeking to optimize and understand retirement
- Works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy
- History on Wall Street, gaining a vast knowledge of financial markets and 37 years of experience enabling him to create a holistic plan for every individual, helping to maximize income and mitigate risk while never running out of retirement money
- Well-known international keynote speaker, workshop provider, and media host
- Author of 14 books (his latest, Understanding Social Security) and over 5,500 articles to stimulate others to increase their knowledge and awareness of the financial markets
- Holds licenses in seven states enacting as a fiduciary for his clients
- NSSA certified
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Why Lorman?
Over 36 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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