Distributions from qualified plans and IRAs have become an integral part of income tax and estate tax planning. This session will focus on: *Overview of in-service distributions including loans, hardship distributions and other permissible in-service distributions.
Attendees will learn:
Distribution options upon termination of participation
Taxation and reporting issues
Coordination of pre-tax, after-tax, and Roth distributions
Rollover options and tax considerations
Beneficiary and estate pre and post mortem planning