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August 09, 201613-2-3 - What is the special tax rule for distributions of employer securities from qualified plans and who should consider electing this tax treatment11 minPlay
August 09, 201613-2-1 - What are the implications of choosing a charity as the beneficiary of a tax-advantaged retirement plan3 minPlay
August 09, 201614-2-1 - Understanding eligibility, enrollment process, and basics of Medicare Parts A and B16 minPlay
August 09, 201613-3-2 - How can you best plan for a client who has multiple beneficiaries in an IRA or qualified plan account12 minPlay
August 09, 201614-1-5 _14-6-1 - Planning factors to consider when choosing retiree healthcare options8 minPlay