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With fear spikes and market volatility accelerating in the last year, this class gives you the facts to show clients a 4% withdrawal rate is realistic, imparting the wisdom you and your clients need t ...

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The lesson will include a discussion of 10 different retirement plans. It will cover the contribution limits, the deductibility of contributions, the required distributions and the taxability of the d ...

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Optimizing retirement income distributions for tax minimization is like multi-dimensional chess. Managing a portfolio of investments for income while navigating tax-deferred and tax-free vehicles and ...

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Knowing how to help clients prepare for retirement is an essential skill for financial professionals. In order to assist clients, you need to know how to help them invest prior to retirement and how t ...

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The course reviews all rules for when distributions are required from IRAs and qualified plans, penalties, exemption from penalties, and inherited account treatment. Attendees should gain insights on ...

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Participants who attend this call can expect to learn: • What are the 3 stages in retirement Go go years, Slow go years, No go years. • What are the options when it comes to Social security? • What ar ...

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This course, Retirement Income Distribution Planning, is designed to educate the agents in regard to the overall benefits of proper retirement planning for consumers. The knowledge contained within th ...

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The math of income replacement is straight-forward, according to Craig Israelsen, Ph.D., but he's taught this lesson for decades and is an expert in designing retirement portfolios.   Craig makes core ...

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This course has been developed to give the agent a complete understanding of the importance of developing a retirement income plan for their clients.  The course will consist of five sections:   Secti ...

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We're living longer than previous generations. That's a LONG time for your savings to have to last. Most people underestimate how much income they are going to need in retirement.It is never too early ...

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The retirement savings landscape has evolved, with significant changes to contribution limits, required minimum distribution (RMD) rules, and penalty exceptions. Recent legislation, including the ...

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The retirement savings landscape has evolved, with significant changes to contribution limits, required minimum distribution (RMD) rules, and penalty exceptions. Recent legislation, including the ...

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Congress believes that individuals do not adequately save for retirement, in part because small businesses fail to sponsor retirement plans.Saving for retirement remains a critical issue for individua ...

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Congress believes that individuals do not adequately save for retirement, in part because small businesses fail to sponsor retirement plans.Saving for retirement remains a critical issue for individua ...

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Not all audits are the same.This is especially true for retirement plan audits. Retirement plans come in many forms, utilize different structures and provisions, and are regulated under two legislativ ...

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Clients need assistance in naming beneficiaries of their retirement accounts. In addition, the rules are not that simple for the beneficiary who inherits a qualified plan, IRA or Roth IRA. In this cla ...

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Eventually, funds in qualified plans and IRAs must be distributed to avoid substantial penalties. In this webinar, you’ll learn about the rules regarding making distributions from qualified plans and ...

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In this two hour, LIVE Webcast, a panel of distinguished professionals and thought leaders assembled by The Knowledge Group will review and discuss Retirement Plan Errors under the EPCRS. This interac ...

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We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortabl ...

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Get ready for the silver tsunami! Like beached grunion--many ill prepared as they leave the waters of employment--baby boomers are washing up on the shores of retirement in huge numbers. Don't laugh-- ...

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We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortabl ...

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We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortabl ...

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Designed to improve the quality of services to clients and the profitability of engagements, this presentation integrates federal taxation with retirement planning. The emphasis is on practical simpli ...

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At this webinar, financial professionals see the durability of various retirement portfolio designs tested over 55 rolling 35-year periods. Also shown is the performance of various portfolios in achie ...

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At this session, Dr. Craig Israelsen, an expert on index investing, evaluates the performance of various retirement portfolio designs over recent and long-term time frames. You'll learn about: • Vario ...

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Working with and modifying the variables discussed in Class 1 into the Retirement Portfolio Analyzer, participants learn how to summarize a retiree's expected results over rolling 25-year periods for: ...

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Dr. Israelsen illustrates longevity using 'radar graphs' to illustrate various withdrawal rates over rolling 25-year periods. Several of the illustrations models deal with the challenge fiduciaries fa ...

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How long will a portfolio last? Based on 90 years of data, from 1926 to 2015, and withdrawal rates ranging from 3% to 8% annually, we'll review the results of various portfolios and examine their surv ...

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Retirement Resource Guide is designed to be a practical, business guide for financial advisors who seek to differentiate themselves and excel in the retirement plans marketplace. Each chapter begins b ...

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In a landscape filled with economic twists and turns, grasping the impact of the jaw-dropping $1.8 trillion U.S. deficit is more vital than ever&mdashespecially for those on the brink of retirement. T ...

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The topics of Retirement, Eldercare and Post-Mortem Planning present a constantly changing set of rules, tax thresholds and concerns about future legislation. This course will address the many plannin ...

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This course will address the many planning challenges and opportunities from the perspective of tax, estate, and public benefit planning that confront individuals as they reach their senior years. Thi ...

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The topics of Retirement, Eldercare and Post-Mortem Planning present a constantly changing set of rules, tax thresholds and concerns about future legislation. This course will address the many plannin ...