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Retirement Plan Distributions - What every participant should know
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Greg Nix
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Retirement Plan Distributions - What every participant should know

Playout date:
December 11, 2014
2 p.m. Eastern Time
1 p.m. Central Time
12 p.m. Mountain Time
11 a.m. Pacific Time

Learn about:

  • Taking a distribution from a retirement or IRA-based plan
  • New plan distribution rule allows you to direct pre and post-tax amounts to multiple destinations
  • 2015 one rollover per year rule for IRAs
  • Exceptions to the additional 10% tax on early distributions from plans and IRAs
  • Importance of beneficiary designations
  • Required minimum distributions

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