About This Course:
56% of individuals that can retire remain at work because of financial reasons. One of the perks of working is the ability to take pre-tax or after-tax dollars and place those in a retirement account.
Many working in state institutions, universities, public schools, or first responders use a retirement package known as a pension. Qualified retirement plans offer savers a tax-advantaged way to grow savings while also creating liquidity for retirement. The benefit of saving for retirement in a qualified plan is your ability to defer paying income tax on earnings until you actually need it.
There are many retirement plans, and also there is a difference between qualified and non-qualified plans. This course will illustrate the definitions and benefits so that you can make good plans for your future.
What You'll Learn:- Understand the Variety of Plans to Make a More Informed Decision About Retirement
- Learn the Differences Between IRA, 401(k), 457(b), Roth, and 529 Plans
- Understand the Income Gap From Plan Benefits to Your Required Expectations
- Identify the Plan or Plans That Make the Most Financial Sense for Your Clients
- Separate the Retirement Myths From Facts so That You Can Retire When You Want, How You Want
- Compare and Contrast the Variety of Tax Benefits and Savings
- Learn How to Get Immediate Assistance and Make Proper Retirement Preparations