HS 352 Audio: Financial Decisions for Retirement episodes:

• June 07, 201210-4 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.

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• June 07, 201210-5 Distinguish between distributions that can be rolled over into other tax-advantaged retirement plans and those that cannot.

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• June 07, 201210-6 Discuss the special tax rules that may apply to lump-sum distributions from qualified plans.

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• June 07, 20129-0 Overview

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• June 07, 20129-1 Explain why individuals purchase immediate annuities.

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• June 07, 20129-2 Describe the immediate annuity payout options and how they function.

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• June 07, 20129-3 Identify the limitations of the immediate annuity and some of the ways to address these concerns.

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• June 07, 20129-4 Explain the difference between a variable immediate annuity and a fixed immediate annuity.

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• June 07, 20129-5 Describe the income taxation of the various immediate annuity payout options.

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• June 07, 20129-6 Identify key components of designing a plan when recommending the purchase of various annuity products.

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