Learn how to conduct a retirement needs analysis for individuals and recognize the key factors that affect retirement plan selection. Evaluate and compare the characteristics of various retirement plans and recommend which plan is appropriate in a given situation. Covers tax-deferred retirement plans, IRAs, nonqualified plans, Social Security, Medicare, Medicaid, distribution strategies, taxation of distributions, and regulatory considerations.

• Type Validation
• Level Intermediate
• Time Months
• Cost Paid