Copyright 2007 authorSTREAM.com. All rights reserved.http://www.authorstream.com/authorSTREAM Latest Presentations for Tag(s): Retirement56/4/2012 3:04:43 PM

Added: Nov 02, 2009
By: JerryKalish
Views: 10942
Presentation to Lake County, IL Estate Planning Council on March 12, 2009 by Jerry Kalish

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Added: Dec 16, 2009
By: JerryKalish
Views: 5953
Defined Benefit Plans: What Old Is New Again by Jerry Kalish

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Added: Oct 06, 2010
By: JerryKalish
Views: 3840
The new rules for non-traditional retirement plans are the most significant set of changes since the IRS issued proposed 403(b) regulations in 1964. This presentation will provide an overview of the varied aspects of non-traditional retirement plans identified as 403(b) and 457 retirement plans. Students will increase their awareness of the basic plan designs, specific governing regulations, related processes and the importance of risk management.

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Added: Nov 20, 2010
By: JerryKalish
Views: 2629
Navigating the New 403(b) and 457 Rules

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Added: Mar 30, 2009
By: sirjase
Views: 2213

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Added: Aug 05, 2010
By: 4ssfairness
Views: 1963
Explains unfair Social Security Offsets, the GPO and WEP.

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Added: Apr 07, 2010
By: fionabeal
Views: 1317

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Added: Jan 16, 2008
By: Bianca
Views: 1106

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Added: Oct 29, 2009
By: quinlanmurray
Views: 824
Strategic Money Management, assisting clients with financial retirement planning advice. We educate and guide our clients in maximizing wealth and significantly reducing taxes on their IRA distribution, thus preserving more money for themselves and their families. Visit us at : http://www.strategicmoneymanagement.com/index.php

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Added: Feb 05, 2010
By: aderibigbej
Views: 745

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