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Chartered Retirement Planning Counselor SM Professional Designation Program

Chartered Retirement Planning Counselor SM Professional Designation Program

Chartered Retirement Planning Counselor SM Professional Designation Program. Module 8 Retirement Plan Distributions. Learning Objectives. 8–1: Describe the distribution options available before and after retirement.

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784 views • 62 slides
Taxes Are An Assumption Too! How taxes are handled…

Taxes Are An Assumption Too! How taxes are handled…

Phillip Knotts, Director of Training WEALTHCARE CAPITAL MANAGEMENT May 10 th , 2004. Taxes Are An Assumption Too! How taxes are handled…. The process of creating financial advice involves many factors…. Including: The impact of including investment risk in our projections How the math works

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488 views • 35 slides
The Roth IRA

The Roth IRA

The Roth IRA. What is it and how does it work Roth IRA vs. Traditional IRA Contributing to a Roth IRA Conversion from Traditional IRA Types of distributions Is the Roth IRA right for you?.

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675 views • 34 slides
Presented by: MICHAEL D. MARTIN Martin, Stilwell & Jones, LLP

Presented by: MICHAEL D. MARTIN Martin, Stilwell & Jones, LLP

CREATIVE APPLICATIONS FOR CHARITABLE ENTITIES, INCLUDING FOR-PROFIT LLC’S AND CORPORATIONS WITH A NON-PROFIT PURPOSE. Presented by: MICHAEL D. MARTIN Martin, Stilwell & Jones, LLP 1400 Woodloch Forest Drive, Suite 590 The Woodlands, Texas 77380 281-419-6200 281-419-0250 (fax)

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454 views • 30 slides
Retirement Plan Update

Retirement Plan Update

Retirement Plan Update. Consumer Group Customer Care. Contributing to IRAs. 2009 contribution limits for traditional and Roth IRAs $ 5,000 Beginning in 2009 limit increases $500 annually for inflation $ 6,000, 50 or older or 100% of compensation whichever is less

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401 views • 27 slides
A Reason to Celebrate!

A Reason to Celebrate!

A Reason to Celebrate!. Enhancements to Phoenix Indexed Annuities. For Producer Use Only. Not for distribution to the public as sales literature. . Item#A5097PPT BPD38833 (7/13). A Reason to Celebrate. Effective July 1 st , Phoenix announced the following annuity product enhancements:

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314 views • 17 slides

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