September 2, 2022 8:00am – 3:30pm Map & Directions 602-252-4144

Webcast: Retirement Advising: Accumulation and Decumulation Strategies

Description

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.

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

7:30am

Fees

Member:
$300
Non-CPA Staff:
$400
Non-CPA Staff (100% club):
$300
Non-CPA Staff (sole proprietor):
$300
Non-Member:
$400
Webcast
Specialized Knowledge
8

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.

Course Level

Beginning

Vendor

CalCPA Education Foundation More With This Vendor

Designed For

CPAs, financial advisers, attorneys and insurance professionals.

Prerequisites

None

Highlights

  • 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 Act and how they will impact retirement planning.

Notes

None

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