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Course Description: #98248
Course Description: The topic of Retirement Planning is an area that seems to become more important as people get closer to that event. This session will review the advantages and disadvantages of various retirement planning vehicles and concepts. This will include both qualified and non-qualified plans. The discussion concerning qualified plans will include: IRAs, ROTH, 401k, SIMPLE and a SEP. The discussion concerning non-qualified plans will include: Life insurance, annuities, stocks/bonds and Social Security. The session will conclude with a review of annuities: features, tax rules, distribution options and general contract provisions.
Featuring Jerry Rhinehart, CIC, CLU, ChFC, RHU
CE: 2 hours
Start Time: 9:00 AM
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