Webcast: Retirement Distributions: Planning Options

There is a significant risk that clients can lose as much as 75 percent of retirement plan assets, especially during these uncertain times. Improper beneficiary choices and faulty distribution calculations can result in penalties or unnecessary taxes. Go beyond mere calculations and learn how to really assist your clients with their retirement planning.  Course materials contain the final regulations governing plan distributions and copies of all pertinent IRS forms and rulings. Updated with the latest cases, rulings, regulations and legislation, this course provides you with the necessary tools to better serve clients who are about to retire or begin IRA withdrawals on their own or as a beneficiary.