by Advisor Controls | Mar 25, 2021 | Qualified Plans
Additional information Once the client’s retirement plan is filled out under the “Retirement Plan” section for this objective, the chance to add any Non-Qualified Assets is presented. All that is required is the amount, growth rate, and income tax rates. Qualified...
by Advisor Controls | Mar 25, 2021 | Qualified Plans
Required minimum distributions The RMD tool allows advisors to highlight the best options for generally middle market clients nearing or currently in their retirement years. Additional information After filing out the Retirement Plan tab for the Required Minimum...
by Advisor Controls | Mar 25, 2021 | Qualified Plans
Avoiding Penalties This objective utilizes the Internal Revenues tax code 72(t) which allows penalty-free withdrawals from IRA accounts and other tax-advantaged retirement accounts like 401(k) and 403(b) plans. By calculating the inputs from the “Retirement...
by Advisor Controls | Mar 25, 2021 | Qualified Plans
Retirement Plan After choosing an objective in Qualified Plan Concepts your client’s retirement plan must be mapped out by filling out the “Retirement Plan” section which can be seen below. In order to properly plan for the desired objective, you must enter in...
by Advisor Controls | Mar 25, 2021 | Qualified Plans
Choosing objectives Qualified Plan Concepts offers three categories of objectives to build your case from. We allow advisors to choose planning tools relative to distribution options, leveraging distributions for retirement or life insurance, and converting to Roth...
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