HS 352 Audio: Financial Decisions for Retirement episodes:

• June 07, 201211-1 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.

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• June 07, 201211-2 Describe the postmortem planning opportunities under the minimum required distribution rules.

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• June 07, 201211-3 Review the types of benefit distribution options that are available in qualified plans, IRAs, and 403(b) plans.

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• June 07, 201211-4 Identify the key distribution issues for the middle-class client who is concerned about financing retirement needs.

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• June 07, 201211-5 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.

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• June 07, 201211-6 Describe the strategies that can be used when multiple beneficiaries are receiving benefits under the required minimum distribution rules

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• June 07, 201210-0 Overview

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• June 07, 201210-1 Identify the exceptions to the general rule that distributions from qualified plans, 403(b) annuities, and IRAs are included as ordinary income.

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• June 07, 201210-2 Clarify the legal limitations and planning strategies for avoiding the Sec. 72(t) early withdrawal penalty tax.

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• June 07, 201210-3 Identify the various methods for recovering cost basis from qualified and other tax-advantaged retirement plans.

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