On-Demand
Retirement Advising: Accumulation and Decumulation Strategies - 1st Ed.
CPE: 8
Member
$199.00
Nonmember
$259.00
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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.
Last updated 2026.
Product Code
1000004978
Credit Type
CPE: 8CPE-Technical: 8MCLE: 6.5MCLE LS-TX: 6.5Format
Online Self-Study
Intended Audience
CPAs, financial advisers, attorneys and insurance professionals.
NASBA Field of Study
Taxes
Level of Difficulty
Basic
Modules
- Retirement Advising: Accumulation and Decumulation Strategies Part 1 - 1st Ed.
- Retirement Advising: Accumulation and Decumulation Strategies Part 2 - 1st Ed.
Learning Objectives
Major Subjects
- 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 recent legislation, including the changes for seniors in the One Big Beautiful Bill and the provisions of the SECURE Acts, and how they will impact retirement planning
Faculty
James Randall Gardner
Randy Gardner is the Founder of Goals Gap Planning, LLC, a personal financial planning firm providing financial education to professionals and individuals and the Director of Education for the Garrett Planning Network. Randy also works as a tax and estate planning attorney with Estate Plan, Inc. Previously, Randy was a Professor of Tax and Estate Planning at the University of Missouri. Randy is the co-author of the books 101 Tax Saving Ideas (...
More about James Randall Gardner