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Learning Objectives• Compare a transfer, direct rollover, indirect rollover, Roth conversion, and in-plan Roth transaction.• Evaluate whether assets should remain in an employer…
Learning Objectives• Determine the income-tax and additional-tax treatment of distributions from Traditional and Roth IRAs• Evaluate operational procedures for rollovers to and…
Learning Objectives• Classify beneficiaries under the post-SECURE Act framework.• Determine the applicable inherited-account distribution period using the owner’s date of death,…
State-sponsored retirement programs—often referred to as auto-IRA programs—are rapidly expanding across the country. And for financial advisors, they represent a meaningful…
More and more clients are enrolling in Medicare—and more and more are being blindsided by significantly higher Medicare premiums. In reality, the culprit is often IRMAA (Income-…
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