67 episodes

HS 355 Video: Managing the Retirement Income Plan - V1610 - Rebrand American College

    • TV & Film

    • video
    13-1-1 - Understanding qualified plan distribution options

    13-1-1 - Understanding qualified plan distribution options

    • 15 min
    • video
    13-1-2 - Expanding distribution options from qualified retirement plans

    13-1-2 - Expanding distribution options from qualified retirement plans

    • 10 min
    • video
    13-2-1 - What are the implications of choosing a charity as the beneficiary of a tax-advantaged retirement plan

    13-2-1 - What are the implications of choosing a charity as the beneficiary of a tax-advantaged retirement plan

    • 2 min
    • video
    13-2-2 - When does the early withdrawal penalty tax apply and how do you minimize the tax

    13-2-2 - When does the early withdrawal penalty tax apply and how do you minimize the tax

    • 17 min
    • video
    13-2-3 - What is the special tax rule for distributions of employer securities from qualified plans and who should consider electing this tax treatment

    13-2-3 - What is the special tax rule for distributions of employer securities from qualified plans and who should consider electing this tax treatment

    • 10 min
    • video
    13-3-2 - How can you best plan for a client who has multiple beneficiaries in an IRA or qualified plan account

    13-3-2 - How can you best plan for a client who has multiple beneficiaries in an IRA or qualified plan account

    • 12 min

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