Lorman Online Course: Understand the Different Options for Taking Distributions From a 401(k) Plan and the Financial Consequences
June 2023
Robert Lowe will be teaching an online training course on the Lorman education platform titled, "Understand the Different Options for Taking Distributions From a 401(k) Plan and the Financial Consequences."
Individuals entitled to distributions from 401(k) plans confront numerous options for taking plan distributions, rolling them over to an IRA or another plan, and designating a beneficiary. This presentation will explain the different options for taking distributions from a 401(k) plan, the tax and financial consequences of the different options, the rules for when participants must commence distributions, and the pros and cons of different beneficiary designations.
Learning Objectives
- You will be able to describe the various options available to a participant entitled to a distribution from a 401(k) plan.
- You will be able to discuss the tax consequences of the different plan distribution options.
- You will be able to explain the rules for determining required minimum distributions.
- You will be able to recognize the pros and cons of different beneficiary designations.
Click the link to register with a 50% discount: https://bit.ly/3XeGYrK