Training Course:Distribution Planning: Premature Distributions Online CourseSchool/Trainer:Anthony Schools
Irvine,Oakland,San Francisco,San Diego, CA, United States
Course Format: Classroom | E-learning | Virtual Class | Online | On-site | Blended | Self-paced
Course Description:
'' Distribution Planning: Premature Distributions presents a study of qualified retirement plan distributions focusing on premature distributions. It covers individual retirement accounts as well as employer-sponsored retirement accounts. Lessons provide an introduction to the subject and cover IRS rules on qualified plan distributions, premature distributions and exemptions from penalty taxes. Specific exemptions studied include those relating to the death or disability of a participant, distributions made in the form of substantially equal periodic payments, distributions taken to reduce or correct excess contributions or deferrals to an employer-sponsored retirement plan and distributions for qualifying medical expenses, rollovers, separation from service after 55, qualified domestic relations orders, health insurance premiums, first-time home purchase and qualified education expenses. A final lesson addresses the role of the financial practitioner in counseling clients on their retirement plan needs. ...''
Please go to the school's official website for training price and schedule:
http://www.dearborn.com/anthonynew/home.asp
Phone:1-888-373-7277
School Address:
1-888-373-7277
Irvine
2646 Dupont Drive
Suite 230
Irvine, CA 92612
Oakland
7700 Edgewater Drive
Suite 540
Oakland, CA 94621
San Francisco
50 First Street
Suite 260
San Francisco, CA 94105
San Diego
5939 Balboa Ave.
San Diego, CA 92111
Jobs & Resumes: Irvine, Oakland, San Francisco, San Diego
Houses & Roommates: Irvine, Oakland, San Francisco, San Diego
Other training courses offered by Anthony Schools:
Building Client Wealth Online Course
Business Income Coverage Online Course
Buy-Sell Funding with Profit Sharing Plans Online Course
California 2004 Annuity Training Online Course
Commercial Auto Online Course
Commercial General Liability Online Course
Commercial Umbrella Online Course
Cultural Diversity for Financial Advisors Online Course
Deferred Compensation Online Course
Determining Retirement Income Needs Online Course
Distribution Planning: Required Distributions Online Course
Executive Bonus Plans Online Course
Financial Challenges Facing Retirees Online Course
Group Carve-out Plans Online Course
ILITS and Estate Planning Online Course
In-Home Business Coverage Online Course
Insurance Principles and Consumer Protection Online Course
Introduction to Commercial Liability Online Course
Introduction to Commercial Property Online Course
Notice: The course description on this page was captured from the Internet as historical reference or submitted by visitors. It was archived statically and not updated from day to day.
Tips:
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