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Latest episodes from HS 352 Audio: Financial Decisions for Retirement

13-0 Overview

Play Episode Listen Later Jun 7, 2012 1:35


13-1 Identify estate planning needs and ten basic estate planning steps.

Play Episode Listen Later Jun 7, 2012 3:33


identify basic estate planning
13-2 Explain some of the personal components of senior estate planning.

Play Episode Listen Later Jun 7, 2012 1:46


personal senior explain estate planning components
13-3 Identify various considerations involved in planning for incapacity.

Play Episode Listen Later Jun 7, 2012 6:18


planning identify considerations involved incapacity
13-4 Describe what a legacy or ethical will is.

Play Episode Listen Later Jun 7, 2012 1:08


ethical describe
13-5 Review different gifting arrangements for grandparents.

Play Episode Listen Later Jun 7, 2012 4:29


grandparents gifting arrangements
13-6 Identify and describe some planning devices for less affluent seniors.

Play Episode Listen Later Jun 7, 2012 4:35


planning identify seniors devices describe affluent
13-7 Describe trust documents and estate planning techniques that are useful in senior estate planning.

Play Episode Listen Later Jun 7, 2012 12:36


trust senior describe documents estate planning
12-0 Overview

Play Episode Listen Later Jun 7, 2012 0:33


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

Play Episode Listen Later Jun 7, 2012 0:45


financial clients identify asset
12-2 Discuss the tax opportunities involved when a client sells a personal residence.

Play Episode Listen Later Jun 7, 2012 2:41


personal opportunities clients residence involved sells
12-3 Describe age-restricted housing and its advantages and disadvantages.

Play Episode Listen Later Jun 7, 2012 1:29


housing describe restricted disadvantages
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.

Play Episode Listen Later Jun 7, 2012 2:52


planning concerns identify explain life care community work
12-5 Describe how assisted living works.

Play Episode Listen Later Jun 7, 2012 1:41


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

Play Episode Listen Later Jun 7, 2012 1:37


clients factors retire decides
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.

Play Episode Listen Later Jun 7, 2012 1:55


sharing planning clients remain explain modifying retirement living
12-8 Explain how reverse mortgages work and identify the steps in determining the best program.

Play Episode Listen Later Jun 7, 2012 3:57


identify explain determining reverse mortgages
12-9 Discuss how a client can use a sale-leaseback strategy.

Play Episode Listen Later Jun 7, 2012 1:00


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

Play Episode Listen Later Jun 7, 2012 1:14


trust personal advantage residence qualified
11-0 Overview

Play Episode Listen Later Jun 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.

Play Episode Listen Later Jun 7, 2012 5:20


death lifetime describe calculate required minimum distributions
11-2 Describe the postmortem planning opportunities under the minimum required distribution rules.

Play Episode Listen Later Jun 7, 2012 2:17


opportunities planning required distribution minimum describe post mortem
11-3 Review the types of benefit distribution options that are available in qualified plans, IRAs, and 403(b) plans.

Play Episode Listen Later Jun 7, 2012 3:46


types options benefit distribution iras qualified plans
11-4 Identify the key distribution issues for the middle-class client who is concerned about financing retirement needs.

Play Episode Listen Later Jun 7, 2012 3:23


clients retirement identify distribution financing concerned middle class
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.

Play Episode Listen Later Jun 7, 2012 3:26


clients retirement identify estate distribution financing concerned heirs wealthier
11-6 Describe the strategies that can be used when multiple beneficiaries are receiving benefits under the required minimum distribution rules

Play Episode Listen Later Jun 7, 2012 2:08


strategy benefits receiving describe beneficiaries required minimum distributions
10-0 Overview

Play Episode Listen Later Jun 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.

Play Episode Listen Later Jun 7, 2012 1:50


identify iras annuity exceptions distributions qualified plans ordinary income
10-2 Clarify the legal limitations and planning strategies for avoiding the Sec. 72(t) early withdrawal penalty tax.

Play Episode Listen Later Jun 7, 2012 2:40


strategy planning legal limitations penalty withdrawal clarify
10-3 Identify the various methods for recovering cost basis from qualified and other tax-advantaged retirement plans.

Play Episode Listen Later Jun 7, 2012 2:50


cost identify recovering methods basis qualified retirement plans
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.

Play Episode Listen Later Jun 7, 2012 2:40


treatments account explain 401k roth ira distributions nonqualified b plan
10-5 Distinguish between distributions that can be rolled over into other tax-advantaged retirement plans and those that cannot.

Play Episode Listen Later Jun 7, 2012 3:17


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

Play Episode Listen Later Jun 7, 2012 3:02


distributions lump sum tax rules qualified plans
9-0 Overview

Play Episode Listen Later Jun 7, 2012 0:36


9-1 Explain why individuals purchase immediate annuities.

Play Episode Listen Later Jun 7, 2012 0:19


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

Play Episode Listen Later Jun 7, 2012 4:29


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

Play Episode Listen Later Jun 7, 2012 1:56


concerns identify address limitations annuity
9-4 Explain the difference between a variable immediate annuity and a fixed immediate annuity.

Play Episode Listen Later Jun 7, 2012 1:12


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

Play Episode Listen Later Jun 7, 2012 1:39


options income describe taxation annuity payout
9-6 Identify key components of designing a plan when recommending the purchase of various annuity products.

Play Episode Listen Later Jun 7, 2012 1:21


products identify designing annuity recommending key components
9-7 Identify the key points of the Senior Protection in Annuity Transactions Model Regulation.

Play Episode Listen Later Jun 7, 2012 1:38


model senior identify regulation transactions annuity key points
9-8 Explain the ethical issues involved in selling annuities.INTRODUCTION

Play Episode Listen Later Jun 7, 2012 1:22


selling explain involved annuity ethical issues

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