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.
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Why Lorman?
Over 35 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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More Program Information
Why Lorman?
Over 35 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.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
MP3 Download
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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More Program Information
Why Lorman?
Over 35 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
- Works with individuals and organizations that grapple with finances and transform them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity in order to create a legacy
- Has worked on Wall Street since 1985, helping portfolio managers, traders, brokers, and other investment professionals
- His experience has enabled him to work with commercial and investment bankers, private equity, and venture capital, as well as to conduct several mergers & acquisitions
- Has produced over $11 billion in revenue for organizations while always delivering to others
- Contributed 14 books and over 4,500 articles and internet articles to stimulate others to increase their knowledge and awareness of the financial markets
- Registered insurance professional and working actively towards his investment advisory certification
- Well-known international keynote speaker and seminar producer
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More Program Information
Why Lorman?
Over 35 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.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
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- MP3 Downloads
- Course Manuals
- Executive Reports
- White Papers and Articles
Additional benefits include:
- State Specific Credit Tracker
- All-Access Pass Course Concierge
Questions? Call 877-296-2169 to speak with a real person.
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