REDZ
WITHIN THE RED ZONE OF YOUR RETIREMENT:
TAX PLANNING STRATEGIES FOR GETTING TO THE GOAL LINE WITHOUT FUMBLING
As clients get closer to their date of retirement, many critical tax decisions must be made that can have a major impact. There are a number of tax planning strategies that must be explored to maximize these benefits. This course will explore in-depth topics that will get practitioners over the top in knowing the tricks and traps of tax planning for retirement.
Major Topics:
- Pension assets: distribution planning, annuity options, and nonperiodic payouts -- Once employees decide to retire, there are a number of issues that must be immediately addressed regarding their pension assets. This thorough analysis will cover retirees’ options and issues.
- Retirement accounts : rollovers – A comprehensive discussion of the various opportunities in rolling over pension assets. Included is full coverage of the new issues for Roth 401(k)s and Roth IRAs.
- Early retirement issues: Taking money from retirement plans before age 59 ½ -- An in-depth discussion of the tax issues associated with taking money from retirement plans early, including §72(t). Great examples illustrate the significant planning opportunities available.
- Social Security and Medicare Issues -- Knowing the rules and options can have a big impact on planning your retirement. Learn the practical rules for selecting when to take benefits and how to determine your best options.
- Selected Issues -- This section will cover a number of important topics, including:
- Tax aspects of Health Savings Accounts (HSAs) at retirement
- Understanding different state tax issues on pensions
- Tax aspects of long-term care insurance
- …and much more!
Designed For:
Level
of knowledge: Intermediate
Live
Seminar Schedule | Self-Study
Pricing and Credit Information
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