Placeholder

The Advisor’s Guide to Qualified Plans

$96.00

As the population continues to age and focuses on not outliving income there has never been a better time for insurance and financial advisors to provide their clients with guidance on qualified plans. The Advisors Guide to Qualified Plans enables you

Buy product

SKU: 650897639 Category:

Product Description

As the population continues to age and focuses on not outliving income there has never been a better time for insurance and financial advisors to provide their clients with guidance on qualified plans. The Advisors Guide to Qualified Plans enables you to handle all aspects of qualified plans and provide the perfect solution for each client on a case-by-case basis without a one-size fits all cookie cutter approach. This brand-new publication provides practical hands-on guidance onEffective plan designIdentifying the employerNondiscriminationTraditional 401(k) SIMPLE and Safe Harbor 401(k) plansDefined benefit plansTaxation of distributionsDistribution planningAnd much more