Introduction to Planning for Retirement Assets


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

Updated: Apr. 2017
Re-versioned: July 2016

Learning Obj​​​​ectives

After completing this course, students will be able to:
  • 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.
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Course Credits

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​Questions? Please contact training@aba.com for more information.
 

 Benefits of Self-Paced Training

 
  • Ultimate flexibility
  • Quizzes to support learning
  • Mobile format available
 

 Registration & Pricing

 

Individual Purchase:
ABA Member • $175
Non-Member • $225

Purchase for a Team:
To license this course to your bank for multiple learners, please contact ABA Training.​

 

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