Explore key concepts of IRA product features, benefits, contributions, and distribution requirements.
56% of individuals that can retire remain at work because of financial reasons. One of the perks of working is the ability to take pre-tax or after-tax dollars and place those in a retirement account. Many working in state institutions, universities, public schools, or first responders use a retirement package known as a pension. Qualified retirement plans offer savers a tax-advantaged way to grow savings while also creating liquidity for retirement. The benefit of saving for retirement in a qualified plan is your ability to defer paying income tax on earnings until you actually need it. There are many retirement plans, and also there is a difference between qualified and non-qualified plans. This course will illustrate the definitions and benefits so that you can make good plans for your future.
Agenda
Faculty
Drew Stevens, Ph.D.
Stevens Performance Group
Dr. Drew Stevens, Ph.D.
- International financial educator specializing in retirement optimization
- Works with individuals to transform financial struggles into wealth and lifestyle fulfillment
- Started career on Wall Street, with extensive experience in financial markets and investments spanning 37 years
- Expertise in creating holistic retirement plans to maximize income and mitigate risk
- Author of 15 books, including ‘Understanding Social Security’, and writer of over 5500 articles on financial topics
- Licensed fiduciary in 7 states, ensuring ethical financial guidance for clients
- Renowned international keynote speaker, workshop provider, and media host
- NSSA, AHIP, and IRMAA certified
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