Lecture Employee benefits and retirement planning - Chapter 8: Qualified plans: Distributions and loans

Chia sẻ: Jia Jia | Ngày: | Loại File: PPT | Số trang:49

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Lecture Employee benefits and retirement planning - Chapter 8: Qualified plans: Distributions and loans

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This chapter covers distributions and loans from qualified plans. It begins with a discussion about planning retirement distributions, which includes a good section on questions to consider. The chapter continues by covering required spousal benefits, including pre-retirement survivor annuities and joint and survivor annuities.

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