Are you ready to help your clients set realistic expectations and goals? In this narrated PowerPoint video, moderator Tom Tillery will examine Governmental Plans, Qualified Retirement Plans, and Other Employer Retirement Plans, including: Section 401(a) plans, Section 403(b) tax-sheltered annuity plans, and Section 457 deferred compensation plans.
In addition, the two types of qualified plans covered in this course are defined benefit plans and defined contribution plans, along with the three most common defined benefit plans (traditional defined benefit plan, a cash balance pension plan, and a 412(i) plan).
Finally, in Part Four, we cover IRAs, Keogh plans and other plans for the self-employed, SIMPLE plans, and non-qualified plans.
Format: Voiceover PowerPoint, Audio
CPAs and financial planners with basic knowledge of, and interest in, personal financial planning