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Distributions: Retirement Planning

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Distributions: Retirement Planning
Presented by: Bill Grossman, QPA, ERPA, McKay Hochman
Original Presentation Date: Thursday, June 28, 2012
Continuing Education Credits: 2 NIPA CPE

While participants spend most of their time figuring out how much to contribute to their retirement plan or what to invest in, plan administrators and advisors need to understand the techniques of distributions to maximize retirement income. This session will cover the impact of the beneficiary and distribution strategies.  The focus of this session will be:      

  • Plan document beneficiary rules and deadlines
  • Rules for handling beneficiary payments to minors, foreign or trust beneficiaries
  • Mechanics of Required
  • Minimum Distributions, 72(t) Distributions and Stretch IRAs
  • Lifetime income strategies
  • Distribution tax treatment and reporting
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