Securing a Comfortable Retirement in the Age of Spending
Tuesday, June 18, 2024
8:30 AM - 4:00 PM (opens at 8:00 AM) EST
8Credits
Technical Business
Registration is Open
Members
$285.00 Regular Price
Non-Members
$410.00 Regular Price
Course Type: CPE Seminars
Course Code: 24/SCRT6WS
Level: Intermediate
Vendor: Surgent
Field of Study: Specialized Knowledge, Taxes
Overview:
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.Objectives:
- Help clients determine retirement strategies for the desired retirement lifestyle
- Identify resources available for retirement Explain how budgeting can identify retirement resources
- Understand how to build the three-legged retirement stool: employer retirement, savings, and Social Security
- Understand the need for Plan B when the ideal retirement goal is not achievable
- Explain ways that clients can convert the equity in a home to retirement income
- Explain how the value of a small business can be converted to retirement income
- Explain survival possibilities and how first-to-die and last-to-die survival probabilities are used in retirement planning for married couples
- Understand timing regarding the use of taxable retirement funds and nontaxable funds, and strategies to minimize income tax on Social Security
- Recognize the role of various investment types, such as life insurance, annuities, mutual funds, equity holdings, and bonds in retirement planning
- Summarize key points of recent research on the sustainability of retirement income and maintenance of desired retirement lifestyles
Presenters:
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Inibehe U Adesanya
Read more about Inibehe U Adesanya here