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.
Instructor: Jerry Rhinehart, CIC, CLU, ChFC, RHU
|Retirement Planning & Annuities Course Materials||Available after Purchase|
|IMPORTANT CE CREDIT INFORMATION - READ BEFORE WEBCAST - 2015||Available after Purchase|
SC-This course is approved for 2 hrs CE - L&H Intermediate level - Course # 125327
SC: This course is approved in SC but please complete the required affidavit in the materials section (zip file - IMPORTANT CE INFORMATION & STATE REQUIRED FORMS)
NC - This course is approved for 2 hs CE - Course#C98248
NJ - This course is approved for 2 hrs CE - Course # 88892507
OH - This course is approved in OH for 2 CE - Course # 38016
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