An error occurred while adding that item to your cart. Please contact the
Enrollment Center at
800-237-9990 option 3 or
email@example.com for assistance.
This module reviews the requirements and restrictions associated with distributions from qualified retirement plans and IRAs. We will discuss the options for receiving preretirement distributions, distributions at retirement, and postretirement distributions.
Author: Kristen MacKenzie, MBA, CFP®, CRPC®
Kristen MacKenzie, MBA, CFP®, CRPC® is an associate professor at the College for Financial Planning. Kristen has over 20 years of experience in the financial services industry, both as an active financial planner and as a provider of financial education. She graduated from the University of Connecticut with a degree in economics and later received her MBA at the University of Colorado. You can contact Kristen at firstname.lastname@example.org.
Complexity Level: Intermediate