Tax Considerations In Retirement
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Curriculum
8 Sections
22 Lessons
26 Weeks
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Chapter 1: Tax Considerations in Retirement
4
1.1
Qualified Retirement Plans
1.2
Defined Benefit Plans
1.3
Defined Contribution Plans
1.4
Review Question
30 Minutes
1 Question
Chapter 2: Defined Contribution Plans Characterized by Individual Accounts
2
2.1
Defined Contribution Plans Individual Accounts
2.2
Review Question
30 Minutes
1 Question
Chapter 3: Retirement Plans
9
3.1
401(k) Plans
3.2
403(b) Tax-Sheltered Annuity Plans
3.3
Simplified Employee Pension (SEP)
3.4
Setting Up a SEP
3.5
SEP Contributions
3.6
Savings Incentive Match Plan for Employees (SIMPLE)
3.7
Setting Up a SIMPLE IRA
3.8
SIMPLE Contributions
3.9
Review Question
30 Minutes
2 Questions
Chapter 4: Plan Qualifications
2
4.1
Plan Qualifications
4.2
Review Question
30 Minutes
1 Question
Chapter 5: Establishing a Qualified Plan
2
5.1
Basic Steps in Establishing a Qualified Plan
5.2
Review Question
30 Minutes
1 Question
Chapter 6: Qualified Plans Tax Treatment of Contributions
2
6.1
Tax Treatment of Contributions
6.2
Review Question
30 Minutes
1 Question
Chapter 7: Distributions
8
7.1
Designated Roth Accounts
7.2
Simplified Method
7.3
Early Distribution Penalty
7.4
Penalty Exceptions
7.5
Rollovers
7.6
Loans
7.7
Required Minimum Distributions
7.8
Review Question
30 Minutes
2 Questions
Tax Considerations in Retirement Final Exam
1
8.1
Final Exam
60 Minutes
15 Questions
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