Pensworth
415 Gallatin Circle, Irmo SC 29063

800.694.7624 Fax: 803.781.7868

Email: Nicole@pensworth.com
Web site:
www.Pensworth.com

 

 

 

Training on Specialized Areas of Retirement Planning

We provide financial professionals with training on various areas of retirement and estate planning, with a focus on the areas addressed by Brentmark’s retirement planning tools and calculators. These training sessions helps you to understand the data input requirements necessary for performing certain retirement and estate planning analyses for your clients, and include:

§         Data input requirements for required minimum distribution (RMD) calculations

§          Data input requirements for substantially equal periodic payment (SEPP)/72(t)               calculations

§         Data input requirements for Roth IRA Conversion analyses

§         Explanations of how data input affect the results of a Roth conversion analyses, which compares the results of:

§         Explanations of how data input affect the income tax payment options for a 2010 Roth conversion

§         Explanations of how data input affect Roth conversions in an RMD year

 

Training Medium

We offer training in several formats, which includes:

Please contact us to discuss your training needs.

 

 

 

 

 

 

 

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www.Pensworth.com