HS 326 Audio: Planning For Retirement Needs

HS 326 Audio: Planning For Retirement Needs episodes:

• June 10, 201518-4 Planning for Retirement Needs

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• June 10, 20158-2 Explain the strategies for satisfying the nondiscrimination rules for defined-contribution plans- Part 1

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• June 10, 201519-4 Explain the eligibility requirements for retirement benefits, survivors benefits, and disability benefits

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• June 10, 201515-8 Explain when Code Sec. 457 applies to a deferred-compensation arrangement

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• June 10, 20154-3 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

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• June 10, 20159-4 Planning for Retirement Needs

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• June 10, 20153-2 Identify the rule differences between defined-benefit and defined-contribution plans

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• June 10, 20158-4 Discuss the past and current role of voluntary employee after-tax contributions and describe the nondiscrimination rules that apply to these types of contributions

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• June 10, 20151-4 Explain how tax-advantaged plans benefit business owners

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• June 10, 20153-5 Define the term Keogh plan and calculate the maximum allowable deduction under a defined-contribution plan

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