Retirement Advising: Accumulation and Decumulation Strategies 2024

Tuesday, January 14, 2025

Webcast or Webinar, Online

9:00 AM - 4:30 PM (opens at 8:30 AM) EST

8Credits

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$299.00 Regular Price

Non-Members

$399.00 Regular Price

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Course Type: Webcast

Course Code: 24/7124826

Level: Basic

Vendor: California CPA Education Foundation

Field of Study: Taxes

Overview:

This course offers an in-depth look at retirement needs models, their flaws, and ways to overcome associated drawbacks. You'll explore holistic retirement planning while reviewing threats to a successful retirement. You'll also hear about recent retirement planning changes, including the elimination of the "Stretch IRA" by the SECURE Act and the new SECURE Act 2.0 changes. We'll address key questions to plan a comfortable retirement and discuss strategies to draw down retirement assets over an extended period.

Objectives:

• Determine how to make retirement planning an area of expertise in your practice • Identify traditional retirement planning assumptions, methods, and techniques • Identify how recent legislative changes and research findings are changing the pre- and post-retirement advice offered to clients • Recognize withdrawal techniques that can help extend the distribution period • Determine how to integrate a retirement plan distribution strategy with a Social Security claiming strategy

Major Topics:

• The downside of traditional retirement asset accumulation strategies • Threats to a successful retirement • Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles • Matching investment assets with the appropriate retirement plan and distribution strategy• Review the provisions of the SECURE Acts and how they will impact retirement planning

Retirement Advising: Accumulation and Decumulation Strategies 2024

Registration is Open

CPE PowerPass Users

Overview:

Objectives:

Major Topics:

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