Course Library
We're sorry, but we couldn't find any results that match your search criteria. Please try again with different keywords or filters.
Loading
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The lesson will include a discussion of 10 different retirement plans. It will cover the contribution limits, the deductibility of contributions, the required distributions and the taxability of the d ...Delivery Method:
- Group Live
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Optimizing retirement income distributions for tax minimization is like multi-dimensional chess. Managing a portfolio of investments for income while navigating tax-deferred and tax-free vehicles and ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Knowing how to help clients prepare for retirement is an essential skill for financial professionals. In order to assist clients, you need to know how to help them invest prior to retirement and how t ...Delivery Method:
- QAS Self Study
-
Retirement Distributions, Penalties & Inheritances, Virtual
04-May-2022 VA Society of Tax & Accounting ProfessionalsField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The course reviews all rules for when distributions are required from IRAs and qualified plans, penalties, exemption from penalties, and inherited account treatment. Attendees should gain insights on ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- VA
-
Retirement income and lifestyle considerations for ESOP participants facing diversification or distribution opportunities
13-Aug-2020 National Center for Employee Ownership (NCEO)Field of Study:
- Accounting
- Finance
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Participants who attend this call can expect to learn: • What are the 3 stages in retirement Go go years, Slow go years, No go years. • What are the options when it comes to Social security? • What ar ...Program Level:
All Levels WelcomeDelivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course, Retirement Income Distribution Planning, is designed to educate the agents in regard to the overall benefits of proper retirement planning for consumers. The knowledge contained within th ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- CA
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
The math of income replacement is straight-forward, according to Craig Israelsen, Ph.D., but he's taught this lesson for decades and is an expert in designing retirement portfolios. Craig makes core ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Specialized Knowledge
Description:
This course has been developed to give the agent a complete understanding of the importance of developing a retirement income plan for their clients. The course will consist of five sections: Secti ...Program Level:
IntermediateDelivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Clients need assistance in naming beneficiaries of their retirement accounts. In addition, the rules are not that simple for the beneficiary who inherits a qualified plan, IRA or Roth IRA. In this cla ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Eventually, funds in qualified plans and IRAs must be distributed to avoid substantial penalties. In this webinar, you’ll learn about the rules regarding making distributions from qualified plans and ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Retirement Plan Errors - How to Prevent and Correct Errors in 2016: An Update LIVE Webcast
17-Nov-2015 The Knowledge Group, LLCField of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
In this two hour, LIVE Webcast, a panel of distinguished professionals and thought leaders assembled by The Knowledge Group will review and discuss Retirement Plan Errors under the EPCRS. This interac ...Delivery Method:
- Group Internet Based
Location:
- NJ
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortabl ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
Get ready for the silver tsunami! Like beached grunion--many ill prepared as they leave the waters of employment--baby boomers are washing up on the shores of retirement in huge numbers. Don't laugh-- ...Delivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 17 - 20 credits
Description:
We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortabl ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortabl ...Program Level:
OverviewDelivery Method:
- QAS Self Study
26763 Results