Understanding Your Retirement DNA

TRA [The Retirement Advantage]

Fully understanding all the benefits available to your clients through their company-sponsored retirement plan can be daunting.  Let us help make it easier.  Together we will identify important plan features, options and opportunities you may be overlooking.  We want to help empower you with custom strategies to optimize your clients’ retirement planning to its fullest.

Learning Objectives:

• Identify key considerations of a rollover
• Understand a plan’s unique options
• Use in-service distributions to access to plan assets while working 
• Understand special tax rules for NUA in employer securities 
• Learn about non-Roth after tax-accounts
• Consider defined benefit plan lump sum payouts

More Information, How to Register