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Latest episodes from HS 326 Video: Planning For Retirement Needs

17-5 Describe a Roth IRA conversion and when this transaction is allowed

Play Episode Listen Later Apr 13, 2016 1:33


allowed describe transaction roth ira conversions
17-0 Individual Retirement Plans—Part I

Play Episode Listen Later Jan 12, 2016 0:32


individual retirement plans
25-5 HS 326 Scenario - Distribution of Retirement Plans (25)

Play Episode Listen Later Jul 15, 2015 13:31


distribution scenario retirement plans
24-10 HS 326 Scenario - Treatment of Roth Distribution (24)

Play Episode Listen Later Jul 15, 2015 6:38


treatments distribution roth scenario
25-4 HS 326 Scenario - Distribution from Retirement Plans (25)

Play Episode Listen Later Jul 15, 2015 10:45


distribution scenario retirement plans
20-6 HS 326 Scenario - Women and Retirement (20)

Play Episode Listen Later Jul 15, 2015 4:41


women retirement scenario
20-5 HS 326 Scenario - Steps in the Retirment Planning Process (20)

Play Episode Listen Later Jul 15, 2015 7:34


planning scenario retirment
24-9 HS 326 Scenario - Recovering Cost Basis with a Life Insurance Policy (24)

Play Episode Listen Later Jul 15, 2015 5:06


cost recovering basis scenario life insurance policy
8-2 Explain the strategies for satisfying the nondiscrimination rules for defined-contribution plans Part 1

Play Episode Listen Later Jun 10, 2015 13:24


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
9-4 Planning for Retirement Needs

Play Episode Listen Later Jun 10, 2015 3:46


planning retirement
17-3 Determine who is eligible to make deductible and nondeductible IRA contributions

Play Episode Listen Later May 19, 2015 8:44


determine contributions eligible deductible
25-1 Review the types of benefit distribution options that are available in qualified plans, IRAs, and 403(b) plans

Play Episode Listen Later May 19, 2015 4:06


types options benefit distribution iras qualified plans
326 19-07 Identify the impact of taking benefits early or late and what happens if an individual works after benefits begin

Play Episode Listen Later May 10, 2015 3:43


benefits identify individual
HS 326 Hopkins - Course Welcome

Play Episode Listen Later May 10, 2015 4:28


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

Play Episode Listen Later May 10, 2015 2:14


survivors explain requirements eligibility disability benefits retirement benefits
19-6 Describe how to calculate Social Security benefits

Play Episode Listen Later May 10, 2015 1:51


describe calculate social security benefits
18-4 Planning for Retirement Needs

Play Episode Listen Later May 10, 2015 7:08


planning retirement
326 08-01 Identify the rules that relate to the service and compensation that can be considered in a plan's benefit formula

Play Episode Listen Later May 10, 2015 7:26


service identify formula benefit compensation relate
17-4 Determine who is eligible to make a Roth IRA contribution

Play Episode Listen Later May 10, 2015 4:31


determine contribution roth ira eligible
326 10-05 Determine when a plan is top-heavy, and describe the additional restrictions that apply to a top-heavy plan

Play Episode Listen Later May 10, 2015 3:33


determine restrictions describe
19-3 Describe how Social Security is funded

Play Episode Listen Later May 10, 2015 1:47


social security describe funded
326 08-04 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 May 10, 2015 2:01


employees types describe contributions voluntary nondiscrimination current role
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 May 10, 2015 14:02


balance large basic traditional employers convert describe arrangement defined benefit plans
326 03-05 Define the term Keogh plan and calculate the maximum allowable deduction under a defined-contribution plan

Play Episode Listen Later May 10, 2015 5:25


maximum calculate deduction keogh defined contribution
3-2 Identify the rule differences between defined-benefit and defined-contribution plans

Play Episode Listen Later May 10, 2015 13:16


identify differences defined benefit defined contribution
1-4 Explain how tax-advantaged plans benefit business owners

Play Episode Listen Later May 10, 2015 4:11


benefit business owners explain
1-2 Identify why tax-advantaged retirement plans are a positive retirement-saving vehicle for employees

Play Episode Listen Later May 10, 2015 11:41


positive employees saving identify vehicles retirement plans
1-3 Explain how tax-advantaged retirement plans benefit employers

Play Episode Listen Later May 10, 2015 4:32


benefit explain employers retirement plans
1-1 Compare tax-advantaged retirement plans with nonqualified plans and IRAs

Play Episode Listen Later May 10, 2015 13:15


compare iras retirement plans nonqualified
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 May 30, 2013 2:34


treatments account explain 401k roth ira distributions nonqualified b plan
4-2 Identify the key components in a unit-benefit formula. Also identify the appropriate candidate for a defined-benefit plan

Play Episode Listen Later May 30, 2013 3:06


identify formula candidate key components defined benefit
5-3 Describe the special rules that apply to 401(k) plans

Play Episode Listen Later May 13, 2013 6:57


describe 401k
17-2 Describe the contribution limits that apply to IRAs and Roth IRAs

Play Episode Listen Later May 13, 2013 4:01


limits describe contribution roth iras
17-1 Identify the different types of individual retirement arrangements

Play Episode Listen Later May 13, 2013 0:41


retirement identify individual different types arrangements
19-1 Identify workers who are and those who are not covered by the Social Security system

Play Episode Listen Later Mar 23, 2011 0:40


Identify workers who are and those who are not covered by the Social Security system

identify workers covered social security securitysystem
15-1 Compare nonqualified plans with qualified plans

Play Episode Listen Later Mar 2, 2011 1:23


Compare nonqualified plans with qualified plans

compare qualified plans nonqualified
15-2 Discuss the tax implications of a nonqualified plan

Play Episode Listen Later Mar 1, 2011 5:12


Discuss the tax implications of a nonqualified plan

tax implications nonqualified
15-3 Choose the appropriate nonqualified plan for the employer

Play Episode Listen Later Mar 1, 2011 2:24


Choose the appropriate nonqualified plan for the employer

employers nonqualified
18-0 Individual Retirement Plans—Part II

Play Episode Listen Later Feb 23, 2011 0:22


Individual Retirement Plans—Part II

individual retirement plans
18-1 Describe the two types of funding vehicles that can be used with IRAs

Play Episode Listen Later Feb 23, 2011 0:58


Describe the two types of funding vehicles that can be used with IRAs

funding vehicles describe iras two types
18-2 Identify appropriate as well as prohibited investments in an IRA

Play Episode Listen Later Feb 23, 2011 1:43


Identify appropriate as well as prohibited investments in an IRA

identify investments prohibited

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