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HS 326 Audio: Planning For Retirement Needs

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Episodes

  1. 18-4 Planning for Retirement Needs

  2. 8-2 Explain the strategies for satisfying the nondiscrimination rules for defined-contribution plans- Part 1

  3. 19-4 Explain the eligibility requirements for retirement benefits, survivors benefits, and disability benefits

  4. 15-8 Explain when Code Sec. 457 applies to a deferred-compensation arrangement

  5. 4-3 Describe the basic features of a cash-balance plan. Also describe why large employers choose to convert traditional defined-benefit plans to a cash-balance arrangement

  6. 9-4 Planning for Retirement Needs

  7. 3-2 Identify the rule differences between defined-benefit and defined-contribution plans

  8. 8-4 Discuss the past and current role of voluntary employee after-tax contributions and describe the nondiscrimination rules that apply to these types of contributions

  9. 1-4 Explain how tax-advantaged plans benefit business owners

  10. 3-5 Define the term Keogh plan and calculate the maximum allowable deduction under a defined-contribution plan

  11. 1-3 Explain how tax-advantaged retirement plans benefit employers

  12. 8-1 Identify the rules that relate to the service and compensation that can be considered in a plan's benefit formula

  13. 10-5 Determine when a plan is top-heavy, and describe the additional restrictions that apply to a top-heavy plan

  14. 19-6 Describe how to calculate Social Security benefits

  15. 25-1 Review the types of benefit distribution options that are available in qualified plans, IRAs, and 403(b) plans -Part 2

  16. 19-7 Identify the impact of taking benefits early or late and what happens if an individual works after benefits begin

  17. 19-3 Describe how Social Security is funded

  18. 17-3 Determine who is eligible to make deductible and nondeductible IRA contributions

  19. 17-4 Determine who is eligible to make a Roth IRA contribution

  20. 1-2 Identify why tax-advantaged retirement plans are a positive retirement-saving vehicle for employees

  21. 1-1 Compare tax-advantaged retirement plans with nonqualified plans and IRAs

  22. 5-3 Describe the special rules that apply to 401(k) plans

  23. 17-2 Describe the contribution limits that apply to IRAs and Roth IRAs

  24. 17-0 Individual Retirement Plans—Part I

  25. 17-1 Identify the different types of individual retirement arrangements

  26. 24-2 Clarify the legal limitations and planning strategies for avoiding the Section 72(t) early withdrawal penalty tax

    Clarify the legal limitations and planning strategies for avoiding the Section 72(t) early withdrawal penalty tax

  27. 24-3 Identify the various methods for recovering cost basis from qualified and other tax-advantaged retirement plans

    Identify the various methods for recovering cost basis from qualified and other tax-advantaged retirement plans

  28. 24-4 Explain the tax treatment of qualified and nonqualified distributions from a Roth IRA or a Roth account in a 401(k) or 403(b) plan

    Explain the tax treatment of qualified and nonqualified distributions from a Roth IRA or a Roth account in a 401(k) or 403(b) plan

  29. 24-6 Discuss the special tax rules that may apply to lump sum distributions from qualified plans

    Discuss the special tax rules that may apply to lump sum distributions from qualified plans

  30. 25-1 Review the types of benefit distribution options that are available in qualified plans, IRAs, and 403(b) plans

    Review the types of benefit distribution options that are available in qualified plans, IRAs, and 403(b) plans

  31. 24-0 Distributions from Retirement Plans—Part I

    Distributions from Retirement Plans—Part I

  32. 24-1 Identify the exceptions to the general rule that distributions from qualified plans, 403(b) annuities, and IRAs are included as ordinary income

    Identify the exceptions to the general rule that distributions from qualified plans, 403(b) annuities, and IRAs are included as ordinary income

  33. 24-5 Distinguish between distributions that can be rolled over into other tax-advantaged retirement plans and those that cannot

    Distinguish between distributions that can be rolled over into other tax-advantaged retirement plans and those that cannot

  34. 24-7 Describe when required distributions must begin, and how to calculate the required minimum distributions during the participant's lifetime and after the participant's death

    Describe when required distributions must begin, and how to calculate the required minimum distributions during the participant's lifetime and after the participant's death

  35. 24-8 Describe the postmortem planning opportunities under the required minimum distribution rules

    Describe the postmortem planning opportunities under the required minimum distribution rules

  36. 25-0 Distributions from Retirement Plans—Part II

    Distributions from Retirement Plans—Part II

  37. 25-2 Identify the key distribution issues for the middle-class client who is concerned about financing retirement needs

    Identify the key distribution issues for the middle-class client who is concerned about financing retirement needs

  38. 25-3 Identify the key distribution issues for the wealthier client who is concerned about both financing retirement needs and building an estate for his or her heirs

    Identify the key distribution issues for the wealthier client who is concerned about both financing retirement needs and building an estate for his or her heirs

  39. 21-0 Retirement Needs Analysis: The Assumptions

    Retirement Needs Analysis: The Assumptions

  40. 21-1 Discuss the factors that should be considered when choosing a retirement age and a life expectancy assumption

    Discuss the factors that should be considered when choosing a retirement age and a life expectancy assumption

  41. 21-2 Describe the replacement-ratio approach for determining the income needed in the first year of retirement

    Describe the replacement-ratio approach for determining the income needed in the first year of retirement

  42. 21-3 Describe the expense method approach for determining the income needed in the first year of retirement

    Describe the expense method approach for determining the income needed in the first year of retirement

  43. 21-4 Describe the impact that inflation has on the funds needed for retirement

    Describe the impact that inflation has on the funds needed for retirement

  44. 21-5 Discuss the total return on investment assumption and some of the common retirement investing strategies that help to shape it

    Discuss the total return on investment assumption and some of the common retirement investing strategies that help to shape it

  45. 22-0 Determining Postretirement Monetary Needs—Case Study

    Determining Postretirement Monetary Needs—Case Study

  46. 22-1 Explain the steps used when determining the amount of the postretirement monetary need

    Explain the steps used when determining the amount of the postretirement monetary need

  47. 22-2 Discuss the methods that can be used for establishing a savings schedule

    Discuss the methods that can be used for establishing a savings schedule

  48. 22-3 Determine a client's retirement need using a worksheet

    Determine a client's retirement need using a worksheet

  49. 23-0 Additional Retirement Planning Issues

    Additional Retirement Planning Issues

  50. 23-1 Identify what a client needs to know about the home as a financial asset

    Identify what a client needs to know about the home as a financial asset

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HS 326 Audio: Planning For Retirement Needs currently has 152 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

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HS 326 Audio: Planning For Retirement Needs publishes regularly with 152 episodes available. Check the episode list for the typical release schedule.

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