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