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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 ...

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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 ...

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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 ...

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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-- ...

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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 ...

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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 ...

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In this course various retirement plans are considered in detail and compared with other plans. This course discusses factors that influence the decisions about the optimal plan for a business includi ...

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Designed to improve the quality of services to clients and the profitability of engagements, this presentation integrates federal taxation with retirement planning. The emphasis is on practical simpli ...

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At this webinar, financial professionals see the durability of various retirement portfolio designs tested over 55 rolling 35-year periods. Also shown is the performance of various portfolios in achie ...

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At this session, Dr. Craig Israelsen, an expert on index investing, evaluates the performance of various retirement portfolio designs over recent and long-term time frames. You'll learn about: • Vario ...

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Working with and modifying the variables discussed in Class 1 into the Retirement Portfolio Analyzer, participants learn how to summarize a retiree's expected results over rolling 25-year periods for: ...

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Dr. Israelsen illustrates longevity using 'radar graphs' to illustrate various withdrawal rates over rolling 25-year periods. Several of the illustrations models deal with the challenge fiduciaries fa ...

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How long will a portfolio last? Based on 90 years of data, from 1926 to 2015, and withdrawal rates ranging from 3% to 8% annually, we'll review the results of various portfolios and examine their surv ...

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Retirement Resource Guide is designed to be a practical, business guide for financial advisors who seek to differentiate themselves and excel in the retirement plans marketplace. Each chapter begins b ...

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In a landscape filled with economic twists and turns, grasping the impact of the jaw-dropping $1.8 trillion U.S. deficit is more vital than ever—especially for those on the brink of retirement. This e ...

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The topics of Retirement, Eldercare and Post-Mortem Planning present a constantly changing set of rules, tax thresholds and concerns about future legislation. This course will address the many plannin ...

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This course will address the many planning challenges and opportunities from the perspective of tax, estate, and public benefit planning that confront individuals as they reach their senior years. Thi ...

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The topics of Retirement, Eldercare and Post-Mortem Planning present a constantly changing set of rules, tax thresholds and concerns about future legislation. This course will address the many plannin ...

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Operational expenses and unexpected legal liabilities can significantly impact the financial health of any organization. This class addresses best practices in contracting and procurement, implementat ...

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Operational expenses and unexpected legal liabilities can significantly impact the financial health of any organization. This class addresses best practices in contracting and procurement, implementat ...

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Retirement plans and retirement plan guarantees continue to evolve. This course explains the changing retirement landscape and what insurance advisors might see with retirement plans in the future. We ...

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What would happen to your financial security if long-term care became a necessity? The reality is that long-term care planning is often overlooked, yet it plays a critical role in protecting retiremen ...

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What would happen to your financial security if long-term care became a necessity? The reality is that long-term care planning is often overlooked, yet it plays a critical role in protecting retiremen ...

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Learn the tax and non-tax considerations of retiring outside the United States.  Understand how US taxpayers report foreign rental properties on their US tax returns.  

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Learn the tax and non-tax considerations of retiring outside the United States.  Understand how US taxpayers report foreign rental properties on their US tax returns.  

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In this practical webinar, you will learn the fundamental principles of correcting operational and plan document compliance failures in 401(k) and other qualified retirement plans under the IRS’s Empl ...

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Help a newspaper company restore confidence in their failing customer satisfaction dashboard by guiding them with dashboard design principles. The dashboard is drab and difficult to follow, resulting ...

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As an accounting and financial planning professional, CPA-financial planners have a competitive advantage because of the rigorous requirements to earn your credentials. Leveraging your natural abiliti ...

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Comparison of actual revenue or margin amounts to budget or prior year results will generally result in a variance. This course demonstrates formulas that compute the amount of the variance that is at ...

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This course will provide an overview of revenue administration including the importance of revenue policies, primary local government revenue streams, and how to improve revenue collections. The cours ...

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Are you ready to delve deep into the intricate world of business finance? Join us on an exploratory journey through our course, "Revenue and Cost Drivers Unveiled: Detailed Analysis Across Business Ty ...

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The comparison of actual revenue or margin amounts to budget or prior year results may result in a variance. This course demonstrates mathematical formulas to compute the amount of that variance that ...

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Download price: $25. Print price: $35.(18% off for orders of three or more courses.) This course was updated on 9/9/2013. The comparison of actual revenue or margin amounts to either budget or prior y ...

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The comparison of actual revenue or margin amounts to either budget or prior year results will generally result in a variance.  This course demonstrates mathematical formulas to compute the amount of ...

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The comparison of actual revenue or margin amounts to either budget or prior year results will generally result in a variance. This course demonstrates mathematical formulas to compute the variance th ...

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Because the starting point for most operating budgets is the revenue forecast, getting it wrong means everything else that follows is flawed. In this practical webinar, you will discover how successfu ...