- Tax Planning
- Investments 1: Before you Invest
- Investments 2: Your Investment Plan
- Investments 3: Securities Market Basics
- Investments 4: Bond Basics
- Investments 5: Stock Basics
- Investments 6: Mutual Fund Basics
- Investments 7: Building Your Portfolio
- Investments 8: Picking Financial Assets
- Investments 9: Portfolio Rebalancing and Reporting
- Retirement 1: Basics
- Retirement 2: Social Security
- Retirement 3: Employer Qualified Plans
- Retirement 4: Individual and Small Business Plans
- Estate Planning Basics
Case Study #4 Answers
A. From the table, his life expectance is at age seventy is 27.4. Bill will be required to take a distribution of his 401(k) plan of $250,000 / 27.4 or:
$9,124.088 the next year.
B. If this was a Roth 401(k), he would still have to take the required distributions. However, if, once he retired, he rolled his Roth 401(k) over to a Roth IRA, there would be no required distributions.
