Webcast: Retirement Advising: Accumulation and Decumulation Strategies
Online registrations are currently closed, please call (602) 324-6847 for additional registration options
This course offers an in-depth look at retirement needs models, their flaws, and ways to overcome associated drawbacks. You'll review 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. In addition, the instructor will: Address key questions to plan a comfortable retirement. Discuss strategies to draw down retirement assets over an extended period. Review leading retirement accumulation and decumulation approaches, and how to incorporate them into an effective distribution plan that mirrors client goals.
ASCPA Live Online Webcast
Phoenix, AZ 85034-6617