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

Describe the characteristics of a profit-sharing plan that make it a popular plan design

Plan Funding and Investing

Identify the key ongoing responsibilities of plan administration

Identify reasons for, alternatives to, and limitations on terminating a qualified retirement plan

Identify uses of employee stock purchase plans and the advantages of such programs

Social Security

Identify benefits that are included and excluded under Medicare

Describe the postmortem planning opportunities under the required minimum distribution rules

Preliminary Concerns