Introduction to Planning for Retirement Assets

ABA SELF-PACED ONLINE TRAINING

Focuses on the planning aspects of various retirement plans. Explains the tax treatment of qualified plan benefits for taxation, the methods and requirements for distributing retirement resources in a timely and tax-effective manner, the impact on the estate plan of naming various beneficiaries on an IRA, and the post mortem payout requirements of qualified plans.

Objectives:

  • 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.

ABA Certifications: 1.0 CISP, CRSP, CTFA

The New York Bankers Association is a Local ABA Training Provider.

Questions:
NYBA Professional Development at (212) 297-1679 or education@nyba.com.
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Member $175
Non-Member $225


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To license this course for multiple learners, contact NYBA Professional Development.