Introduction to Planning for Retirement Assets

Course Number: ABA

Course Code: ABA

Focuses on the planning aspects of various retirement plans. Explains the tax treatment of qualified plan benefits for taxation, the methods and requirements for distributing retirement resources in a timely and tax-effective manner, the impact on the estate plan of naming various beneficiaries on an IRA, and the post mortem payout requirements of qualified plans
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Updated: March 2019
What You’ll Learn
After completing this course, students will be able to:
-Identify the common qualified retirement plans – their features and benefits
-Explain the favorable tax treatment of qualified retirement plans and common related administrative issues

Audience: Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.

Prerequisites: None

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Member Price: $175.00
Non-Member Price: $225.00
Textbook Charge: $0.00

Credits: 1.0 CISP, CRSP, CTFA(FP)

Length: 55 minutes

ABA Training