Distribution Options for Retirement Plans
Target Audience:
Canada, US
Expected Duration:
45 – 60 min
Overview / Description
When one retires or leaves a job questions usually arise around the retirement plan. Two of the biggest concerns are: “What do I do with my retirement plan after I retire?” and, “What are my options for taking distributions?” This webinar will provide guidance on distribution options from qualified plans for the pre-retirement job changer, divorced individuals, retirees, and beneficiaries.
Workshop Objectives
At the end of this workshop you will:
- Know the types of plans distributions apply to
- Retirees will understand their distribution options
- Beneficiaries, including spouses, will understand their options for distributions
- Divorced individuals will learn how they can access funds through a QDRO
- Understand tax implications of distributions, including penalties
- Know something of retirement roll-overs and trustee-to-trustee account transfers
- Know when you must take distributions
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