Client Retirement Handout Catalog 

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Individual Retirement Accounts - Kinds of IRAs and Prohibited Transactions - 2025

Category
RETIREMENT

Highlights
•  Traditional IRAs.
•  Simplified employee pensions (SEP).
•  SIMPLE IRAs.
•  Roth IRAs.

Individual Retirement Accounts - Qualified Charitable Distribution (QCD) - 2025

Category
RETIREMENT

Highlights
•  Qualified charitable distribution.
•  Maximum annual exclusion.
•  Itemized deductions.
•  Age requirement.

Individual Retirement Accounts - Required Minimum Distributions (RMDs) - 2025

Category
RETIREMENT

Highlights
•  When to take the first RMD.
•  When age 70 1/2 is reached for RMD purposes.
•  How to calculate the RMD.
•  Multiple retirement accounts.

Individual Retirement Accounts - Roth IRA Conversions - 2025

Category
RETIREMENT

Highlights
•  Roth IRA limits.
•  Nondeductible IRA contribution.
•  Conversions.
•  Recharacterization.

Individual Retirement Accounts - Roth IRAs - 2025

Category
RETIREMENT

Highlights
•  Contribution limits.
•  Rules of a Roth IRA.
•  Phaseout amounts.
•  Conversion rules.

Individual Retirement Accounts - Traditional IRAs - 2025

Category
RETIREMENT

Highlights
•  Contribution limits.
•  Rules of a traditional IRA.
•  Reduced IRA deductions.
•  Required minimum distribution rules.

Individual Retirement Accounts: Beneficiaries of IRAs and Qualified Plans - 2025

Category
RETIREMENT

Highlights
•  Required minimum distributions (RMDs).
•  Inherited traditional IRAs.
•  Inherited Roth IRAs.

Retirement Income - 2025

Category
RETIREMENT

Highlights
•  Social Security full retirement age.
•  Social Security early retirement reduced benefits.
•  Pension income.
•  IRA distributions including required minimum distribution rules.

Reverse Mortgages - 2025

Category
RETIREMENT

Highlights
•  Tax-free income.
•  Reverse mortgage situations.
•  Applicable tax law.
•  Examples.

Saving for Retirement - 2025

Category
RETIREMENT

Highlights
•  Traditional IRA rules and limits.
•  Roth IRA rules and limits.
•  SIMPLE IRA rules and limits.
•  Defined contribution plan rules and limits.

Social Security and Medicare - 2025

Category
RETIREMENT

Highlights
•  Full retirement age.
•  Delayed and early retirement.
•  Qualifying for Social Security benefits.
•  Social Security disability and survivor's benefits.