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Private Wealth Management: The Complete Reference for the Personal Financial Planner, Ninth Edition, 9th Edition by Jerry Rosenbloom, G. Victor Hallman

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16

Planning for Taking Distributions from Retirement Plans

Chapters 13 and 14 described the various kinds of qualified retirement plans and other plans provided by employers. Chapter 15 dealt with IRAs. This chapter discusses the planning issues of how and when benefits should be taken from these plans. In this regard, a person or a couple may need to plan for taking benefits from these plans in one or more of the following circumstances:

image  While a participant-employee is still employed (i.e., is in service)

image  If a participant separates from an employer’s ...

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