Qualified Plan Concepts Success Center
Articles
- New! Qualified Wealth Transfer Objective in QPC
- SECURE Act and 2020 Tax Updates
- Three Calculation Methods to Determine 72(t) Distributions to Count as a Substantially Equal Periodic Payment (SEPP)
- Things to consider for the 72(t) Rule
Guides
Help
- Personalize Your Printed Presentations
- Drag-and-Drop Case Importing
- How to Integrate with WinFlex (Life Insurance Illustrations)
Case Studies
Fact Finders
- Fact Finder: Showing Required Minimum Distributions
- Fact Finder: Convert to ROTH IRA at Death
- Fact Finder: Avoiding Penalties on Early Distributions
- Fact Finder: Converting to a ROTH IRA During Lifetime
- Fact Finder: Using Distributions for New Life Insurance
- Fact Finder: Using Distributions for Retirement Income
FAQ’s
Sample Presentations
- Using Qualified Distributions for Retirement Income- Sample Case
- Converting to a ROTH IRA during Lifetime- Sample Case
- Qualified Longevity Annuity Contract (QLAQ)- Sample Case
- Required Minimum Distributions- Sample Case
- Early Distributions Module-Sample Case