2 hours of RI and MA insurance credit , 2 hours CFP® and CPA
When taking distributions from tax-deferred accounts, careful planning can be important. Study how actuarial value can affect RMDs in qualified accounts. Review the rules for distributions from non-qualified and qualified contracts, including annuitization, RMDs and payout options. Learn about Pre-Determined Beneficiary Payout Options, and how some clients might benefit from this flexibility.
Michael Bitton, CFP®, RICP®, CLU®, MSFSRetirement Strategies Group Consultant Retirement
Solutions Division, Pacific Life Insurance Company
Michael Bitton is a Retirement Strategies Group Consultant with Pacific Life Insurance Company. Michael brings over 20 years of industry experience to his role, including experience in retirement income planning, financial planning, estate planning and advanced sales concepts. Prior to joining Pacific Life, Michael worked at Metlife Investors (now Brighthouse Financial) most recently, as Director of the Advanced Sales Center, in which he led a very dynamic sales team. Prior to his director role, Michael also held the titles of Advances Sales Consultant and Internal Sales Associate.
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