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June 7, 2012

2,812 podcast episodes

← Back to June 2012

Showing 751–800 of 2,812, newest first

12-0 Overview

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 0:33

12-1 Identify what a client needs to know about the home as a financial asset.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 0:45

12-2 Discuss the tax opportunities involved when a client sells a personal residence.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 2:41

12-3 Describe age-restricted housing and its advantages and disadvantages.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 1:29

12-4 Explain how a life-care community works and identify the planning concerns associated with choosing a life-care community to fit your client's needs.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 2:52

12-5 Describe how assisted living works.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 1:41

12-6 List the factors to consider when a client decides to retire out of state.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 1:37

12-7 Explain several planning issues for clients who want to remain in their home, including modifying the house for retirement living and sharing a home.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 1:55

12-8 Explain how reverse mortgages work and identify the steps in determining the best program.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 3:57

12-9 Discuss how a client can use a sale-leaseback strategy.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 1:00

12-10 Understand the advantage of a qualified personal residence trust.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 1:14

BOS Public Safety Committee - Jun 07, 2012

City and County of San Francisco: Board of Supervisors Public Safety Committee Audio Podcast

June 7, 2012

Insurance Trusts to Manage Distribution

Ringgit and Sense

June 7, 2012 19:31

Termineitor de Oro para Arabela

Podcast Radio El Arka

June 7, 2012 8:05

Gabriel Vallés 7/6/12

Podcast Monarquia Roja

June 7, 2012 1:43

11-0 Overview

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 1:08

11-1 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.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 5:20

11-2 Describe the postmortem planning opportunities under the minimum required distribution rules.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 2:17

11-3 Review the types of benefit distribution options that are available in qualified plans, IRAs, and 403(b) plans.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 3:46

11-4 Identify the key distribution issues for the middle-class client who is concerned about financing retirement needs.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 3:23

11-5 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.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 3:26

11-6 Describe the strategies that can be used when multiple beneficiaries are receiving benefits under the required minimum distribution rules

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 2:08

102 Audio basteln

Der Bobsonbob Podcast

June 7, 2012 6:48

10-0 Overview

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 1:08

10-1 Identify the exceptions to the general rule that distributions from qualified plans, 403(b) annuities, and IRAs are included as ordinary income.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 1:50

10-2 Clarify the legal limitations and planning strategies for avoiding the Sec. 72(t) early withdrawal penalty tax.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 2:40

10-3 Identify the various methods for recovering cost basis from qualified and other tax-advantaged retirement plans.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 2:50

10-4 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.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 2:40

10-5 Distinguish between distributions that can be rolled over into other tax-advantaged retirement plans and those that cannot.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 3:17

10-6 Discuss the special tax rules that may apply to lump-sum distributions from qualified plans.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 3:02

9-0 Overview

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 0:36

9-1 Explain why individuals purchase immediate annuities.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 0:19

9-2 Describe the immediate annuity payout options and how they function.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 4:29

9-3 Identify the limitations of the immediate annuity and some of the ways to address these concerns.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 1:56

9-4 Explain the difference between a variable immediate annuity and a fixed immediate annuity.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 1:12

9-5 Describe the income taxation of the various immediate annuity payout options.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 1:39

9-6 Identify key components of designing a plan when recommending the purchase of various annuity products.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 1:21

9-7 Identify the key points of the Senior Protection in Annuity Transactions Model Regulation.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 1:38

9-8 Explain the ethical issues involved in selling annuities.INTRODUCTION

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 1:22

9-9 Identify recent developments in the design of annuity products

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 3:31

♫ Electrochoc by Geoffrey Iria - Mix #50 ♫

Geoffrey Iria Podcast

June 7, 2012 1:00:05

Fin de semana con Dios 09 de junio de 2012

Fin de semana con Dios

June 7, 2012 32:42

8-0 Overview

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 0:39

8-1 Identify the various classifications of annuity contracts.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 1:37

8-2 Identify the basic contract provisions in a fixed-interest deferred annuity.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 3:34

8-3 Explain the interest crediting and liquidity features of fixed-interest deferred annuity contracts.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 3:09

8-4 Explain the IRS rules for taxation of withdrawals and surrenders from nonqualified deferred annuities.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 0:51

8-5 Describe the basic features of IRC Sec. 1035.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 0:55

8-6 Identify the basic structure and three methods of indexed crediting in equity-indexed annuities.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 2:07

8-7 Identify the basic investment features and typical subaccounts in variable deferred annuities.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 2:56