April 25, 2019 8:00am – 3:30pm Map & Directions 602-252-4144

Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement

Online registrations are currently closed, please call (602) 324-6847 for additional registration options


This course gives CPAs knowledge to help their clients implement tax-effective investment and portfolio strategies for successful wealth accumulation and real after-tax retirement income maintenance.


ASCPA Learning Center
4801 E Washington St Ste 180
Phoenix, AZ 85034-2040

Registration Time



Non-CPA Staff:
Non-CPA Staff (100% club):
Non-CPA Staff (sole proprietor):


 Identify the success factors in building a retirement nest egg
 The relationship between risk and return & the investment horizon
 Describe the tax effect of inflation, its interaction with the income tax, and the effects of taxation on investment performance
 Explain survival possibilities and how first-to-die/last-to-die survival probabilities are used in retirement planning for married couples
 Discuss the pros and cons of annuities as accumulation and payout vehicles for retirement
 Describe the complex tax, legal, and financial elements of life insurance and summarize the uses for it in retirement planning
 Explain how clients can convert home equity to retirement income
 Summarize key points of recent research on the sustainability of retirement income and maintenance of desired retirement lifestyles

Course Level



Surgent McCoy CPE, LLC More With This Vendor

Designed For

CPAs who wish to serve the needs of the public for whom effective retirement planning is critical as they reach their peak earning years and/or are approaching retirement


Basic knowledge in retirement planning

Event Leaders

Taylor, William F

Rating: 4.59

William (Bill) F. Taylor is president of Renasant Bank in Water Valley, Mississippi and an Employee Benefit Advisor for Renasant Financial Services. He is the author of several books and his articles have appeared in numerous publications.

Taylor has been an employee benefit and investment consultant for over 20 years, beginning his career as the Employee Benefits Coordinator in the Jackson office of KPMG Peat Marwick and managing his own firm for 10 of those years. He is a nationally known consultant and speaker and has conducted seminars for the American Society of Pension Professionals and Actuaries, over 40 states’ CPA and Bar associations, and other organizations. He was awarded the Outstanding Discussion Leader award in 2008.

Taylor graduated from the University of Mississippi with a B.B.A. in Banking and Finance and a Master of Accountancy in Taxation.

More With Taylor, William F


 Asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement, taxsaving investment transactions, and the optimal asset mix between retirement plans and taxable savings
 Historical guidelines for nominal and real after-tax returns
 NEW expanded section on understanding expenditure patterns in retirement and the level and risk associated with out-of-pocket medical expenses in retirement
 Worksheets/formulas for determining how much money one needs to assure a financially secure retirement
 Distribution/asset liquidation planning including the pros and cons of various annuity options, guidelines/strategies using the minimum required distribution rules for qualified plans and IRAs, beneficiary elections, and the use of trusts
 Sustainable portfolio withdrawal rates during retirement for differing stock/bond/cash asset allocations, inflation rates, and tax rates both from tax deferred accounts and taxable accounts
 Analysis of the regular IRA to Roth IRA conversion election
 Variable annuities vs. mutual funds; Roth IRAs vs. regular IRAs; and the use of life insurance in a pension maximization strategy
 Analyzing the impact of recent tax law, regulations, and rulings
 Analyses of the most current/important research on retirement planning and sustaining retirement income levels and lifestyles

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