HS 326 Video: Planning For Retirement Needs episodes:

• May 10, 2015326 10-05 Determine when a plan is top-heavy, and describe the additional restrictions that apply to a top-heavy plan

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• May 10, 201519-3 Describe how Social Security is funded

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• May 10, 2015326 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

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• May 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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• May 10, 2015326 03-05 Define the term Keogh plan and calculate the maximum allowable deduction under a defined-contribution plan

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

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

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• May 10, 20151-2 Identify why tax-advantaged retirement plans are a positive retirement-saving vehicle for employees

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• May 10, 20151-3 Explain how tax-advantaged retirement plans benefit employers

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• May 10, 20151-1 Compare tax-advantaged retirement plans with nonqualified plans and IRAs

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