Virtual
Retirement Advising: Accumulation and Decumulation Strategies 2024
Date: Jan. 14, 2025
Time: 6 a.m. – 1:30 p.m. PT
Member
$299.00
Nonmember
$399.00
Members, log in to access your discount.
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.
Product Code
1000002667-124826
Credit Type
CPE: 8CFP: 8CPE-Technical: 8IAR-PP: 6MCLE: 6.5MCLE LS-TX: 6.5Accessibility
Closed Captioning Available
Intended Audience
CPAs, financial advisers, attorneys and insurance professionals.
NASBA Field of Study
Taxes
Level of Difficulty
Basic
Prerequisites
None
Advance Preparation
None
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 the provisions of the SECURE Acts and how they will impact retirement planning
Faculty
Additional Details
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.