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Introduction to Planning for Retirement Assets

Introduction to Planning for Retirement Assets


Price: $175 members; $225 non-members

Member Online Enrollment | Non-Member Online Enrollment
This course is also available at discounted prices under an annual license. Call or email for details.
Created: July 2014
Introduction to Planning for Retirement Assets focuses on the planning aspects of pension plan, capital accumulation plan, stock purchase plan, individual retirement account, simplified employee pension plan and Keogh plan (H.R. 10 Plans) assets. This course explains the tax treatment of qualified plan benefits for estate, income, and excise taxation. It describes the available methods and relevant requirements for distributing retirement resources in a timely and tax-effective manner. It describes the impact on the estate plan of naming various beneficiaries on an IRA. This course also covers the post mortem payout requirements of qualified plans.
  • Identify the common qualified retirement plans—their features and benefits
  • Explain the favorable tax treatment of qualified retirement plans and 
    common related administrative issues
Audience: Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.
The Nebraska Bankers Association is a Local ABA Training Provider.
For More Information Contact:

Joanne Smith
Education and Member Information Coordinator

Nebraska Bankers Association / 233 South 13th Street, Suite 700 / PO Box 80008 / Lincoln, NE 68501-0008