A Taxing Matter - Retirement

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DISCLAIMER

ARCHIVED SEMINARS ARE FOR VIEWING PURPOSES ONLY.

THE SEMINAR CONTENT IS NO LONGER CURRENT AND DOES NOT QUALIFY FOR ANY CONTINUING EDUCATION CREDIT.

ARCHIVE DATE: DECEMBER 2015

The IRS Tax Exempt and Government Entities’ Employee Plans division presented this seminar at the 2012 IRS Nationwide Tax Forum, and the information was correct at the time of recording.

Learn about the taxable issues that may affect your clients at retirement, including types of distributions, working after retirement, how distributions may affect the taxability of your Social Security and required minimum distributions.

To view this archived seminar, click below