Delve into the intricate world of retirement planning with a focus on employer-sponsored retirement plans and annuities, essential components of securing financial stability in retirement. Explore the tax implications and benefits associated with qualified employee plans and annuities, shedding light on their tax-efficient features and strategies for optimal wealth management.
Learning Objectives:
- Define the various types of qualified employee plans and understand their distinctions
- Identify contribution and benefit limitations for qualified employee plans
- Recognize the federal tax regulations governing qualified employee plan contributions and distributions
- Evaluate the impact of legislative acts such as the SECURE Act and the CARES Act on retirement plans and pensions
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Paul Winn
Winn Publications
Financial Writer, Editor & Trainer
[email protected]
(757) 253-8075
Paul J. Winn, CLU, ChFC has over thirty years experience in the life insurance and investment industry. As well as fifteen years as a financial writer, editor, and trainer. Paul has worked for Mutual Life Insurance Company of New York, Security Mutual Life Insurance Company, Principal Financial Group, and the Maryland Financial Corporation. Paul is a Published book author, writer & editor of major mutual life insurance company’s agent-training “university”, and the creator of more than 100 training courses in computer-based training, print and scripted classroom formats.
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