This graduate-level designation is conferred upon candidates who complete a one-year educational program focusing on fixed-income instruments, retirement and financial planning, taxes, Social Security, withdrawal plans, stretch IRAs
, and reverse mortgages.
He talks about stretch IRAs
and stretch Roth IRAs, which allow people to pass on their money to the next two generations.
Offer educational classes to those nearing retirement on issues related to Social Security, stretch IRAs
, and other pertinent subjects.
Topics include: earned income, IRA deductions and distributions, self- directed and stretch IRAs
, excess contributions, vesting rules for 401(k)s, transfers, health savings accounts, and unmarried and same- sex couples.
Some of the common strategies offered by professionals include charitable planning, stretch IRAs
and capital transfer strategies.
Qualified Plan Distribution Analysis -- originally released in 1999, the product was designed to facilitate the demonstration of stretch IRAs
The Program covers four estate planning strategies - including Annuity Maximization, the Leveraged Credit Shelter Trust, Muni-Bond Alternative and Stretch IRAs
- providing valuable tools, information and marketing materials to help advisors meet the needs of the Boomer and affluent markets.
Planning techniques to stretch IRAs
in the most effective manner
com provides services on Traditional IRA accounts, avoiding IRA penalties, strategic planning in stretch IRAs
and IRA real estate, IRA investments and helping to reduce your inherited and beneficiary IRA taxes in your estate assets.
"stretch" the period of tax-deferred earnings of IRA assets over multiple generations, promising potentially huge payoffs.
Dozens of new resources across the full spectrum of financial planning have been added to FMA Advisor during the second quarter of 2003, including new mortgage, auto and estate tax calculators, scores of new articles relating to specialized planning areas such as Solo 401(k)s and Stretch IRAs
, and timely updates to key 2003 figures due to the newly passed 2003 Tax Act.
Calculator--analyzes the estate and income tax impact of a client's IRA at death.