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Search for episodes from HS 326 Audio: Planning For Retirement Needs with a specific topic:

Latest episodes from HS 326 Audio: Planning For Retirement Needs

18-4 Planning for Retirement Needs

Play Episode Listen Later Jun 10, 2015 7:08


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

Play Episode Listen Later Jun 10, 2015 2:14


survivors explain requirements eligibility disability benefits retirement benefits
8-2 Explain the strategies for satisfying the nondiscrimination rules for defined-contribution plans- Part 1

Play Episode Listen Later Jun 10, 2015 13:27


strategy explain satisfying nondiscrimination defined contribution
15-8 Explain when Code Sec. 457 applies to a deferred-compensation arrangement

Play Episode Listen Later Jun 10, 2015 2:10


code explain compensation arrangement deferred applies
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

Play Episode Listen Later Jun 10, 2015 14:02


balance large basic traditional employers convert describe arrangement defined benefit plans
9-4 Planning for Retirement Needs

Play Episode Listen Later Jun 10, 2015 3:46


planning retirement
3-2 Identify the rule differences between defined-benefit and defined-contribution plans

Play Episode Listen Later Jun 10, 2015 13:18


identify differences defined benefit defined contribution
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

Play Episode Listen Later Jun 10, 2015 2:02


employees types describe contributions voluntary nondiscrimination current role
1-4 Explain how tax-advantaged plans benefit business owners

Play Episode Listen Later Jun 10, 2015 4:11


benefit business owners explain
3-5 Define the term Keogh plan and calculate the maximum allowable deduction under a defined-contribution plan

Play Episode Listen Later Jun 10, 2015 5:25


maximum calculate deduction keogh defined contribution
1-3 Explain how tax-advantaged retirement plans benefit employers

Play Episode Listen Later Jun 10, 2015 4:32


benefit explain employers retirement plans
8-1 Identify the rules that relate to the service and compensation that can be considered in a plan's benefit formula

Play Episode Listen Later Jun 10, 2015 7:26


service identify formula benefit compensation relate
10-5 Determine when a plan is top-heavy, and describe the additional restrictions that apply to a top-heavy plan

Play Episode Listen Later Jun 10, 2015 3:33


determine restrictions describe
19-6 Describe how to calculate Social Security benefits

Play Episode Listen Later Jun 10, 2015 1:51


describe calculate social security benefits
25-1 Review the types of benefit distribution options that are available in qualified plans, IRAs, and 403(b) plans -Part 2

Play Episode Listen Later Jun 10, 2015 4:06


types options benefit distribution iras qualified plans
19-7 Identify the impact of taking benefits early or late and what happens if an individual works after benefits begin

Play Episode Listen Later Jun 10, 2015 3:43


benefits identify individual
19-3 Describe how Social Security is funded

Play Episode Listen Later Jun 10, 2015 1:47


social security describe funded
17-3 Determine who is eligible to make deductible and nondeductible IRA contributions

Play Episode Listen Later Jun 10, 2015 8:44


determine contributions eligible deductible
17-4 Determine who is eligible to make a Roth IRA contribution

Play Episode Listen Later Jun 10, 2015 4:31


determine contribution roth ira eligible
1-2 Identify why tax-advantaged retirement plans are a positive retirement-saving vehicle for employees

Play Episode Listen Later Jun 10, 2015 11:41


positive employees saving identify vehicles retirement plans
1-1 Compare tax-advantaged retirement plans with nonqualified plans and IRAs

Play Episode Listen Later Jun 10, 2015 13:15


compare iras retirement plans nonqualified
17-2 Describe the contribution limits that apply to IRAs and Roth IRAs

Play Episode Listen Later May 30, 2013 4:01


limits describe contribution roth iras
5-3 Describe the special rules that apply to 401(k) plans

Play Episode Listen Later May 30, 2013 6:57


describe 401k
17-0 Individual Retirement Plans—Part I

Play Episode Listen Later May 30, 2013 0:49


individual retirement plans
17-1 Identify the different types of individual retirement arrangements

Play Episode Listen Later May 30, 2013 0:41


retirement identify individual different types arrangements
24-2 Clarify the legal limitations and planning strategies for avoiding the Section 72(t) early withdrawal penalty tax

Play Episode Listen Later Mar 2, 2011 4:50


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

strategy planning legal limitations penalty withdrawal clarify
24-3 Identify the various methods for recovering cost basis from qualified and other tax-advantaged retirement plans

Play Episode Listen Later Mar 2, 2011 3:55


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

cost identify recovering methods basis qualified retirement plans
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

Play Episode Listen Later Mar 2, 2011 2:34


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

treatments account explain roth 401k roth ira distributions nonqualified b plan
24-6 Discuss the special tax rules that may apply to lump sum distributions from qualified plans

Play Episode Listen Later Mar 2, 2011 2:36


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

distributions lump sum tax rules qualified plans
25-1 Review the types of benefit distribution options that are available in qualified plans, IRAs, and 403(b) plans

Play Episode Listen Later Mar 2, 2011 3:42


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

types options benefit distribution iras qualified plans
24-0 Distributions from Retirement Plans—Part I

Play Episode Listen Later Mar 2, 2011 1:18


Distributions from Retirement Plans—Part I

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

Play Episode Listen Later Mar 2, 2011 2:58


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

identify iras annuity exceptions distributions qualified plans ordinary income
24-5 Distinguish between distributions that can be rolled over into other tax-advantaged retirement plans and those that cannot

Play Episode Listen Later Mar 2, 2011 6:20


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

retirement plans rolled distinguish distributions
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

Play Episode Listen Later Mar 2, 2011 7:08


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

death lifetime describe calculate required minimum distributions
24-8 Describe the postmortem planning opportunities under the required minimum distribution rules

Play Episode Listen Later Mar 2, 2011 2:17


Describe the postmortem planning opportunities under the required minimum distribution rules

opportunities planning describe post mortem required minimum distributions
25-0 Distributions from Retirement Plans—Part II

Play Episode Listen Later Mar 2, 2011 0:46


Distributions from Retirement Plans—Part II

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

Play Episode Listen Later Mar 2, 2011 2:59


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

clients retirement identify distribution financing concerned middle class
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

Play Episode Listen Later Mar 2, 2011 3:30


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

clients retirement identify estate distribution financing concerned heirs wealthier
21-0 Retirement Needs Analysis: The Assumptions

Play Episode Listen Later Mar 2, 2011 0:46


Retirement Needs Analysis: The Assumptions

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

Play Episode Listen Later Mar 2, 2011 3:44


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

retirement factors assumption life expectancy
21-2 Describe the replacement-ratio approach for determining the income needed in the first year of retirement

Play Episode Listen Later Mar 2, 2011 2:17


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

retirement income first year replacement describe determining ratio
21-3 Describe the expense method approach for determining the income needed in the first year of retirement

Play Episode Listen Later Mar 2, 2011 0:56


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

retirement method income first year describe determining expense

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