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Employee Benefit Plans Conference 2017


EBP1751 - Distributions A to Z (Repeat of Session EBP1749)


May 9, 2017 3:00pm ‐ May 9, 2017 4:15pm

Standard: $49.00

Description

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

Speaker(s):

Tags: Tax Code

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