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Surgent's The Latest Retirement Income Strategies (RIST)
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Explore the latest issues facing clients in retirement. Help clients answer these questions: "Am I saving enough now?", "Will we have enough income to live comfortably in retirement?", and "Will we outlive our money?"

6/14/2016
When: Tuesday, June 14, 2016
11:00 AM - 1:00 PM
Where: Webinar/Webcast
United States
Contact: April Deneault
801-466-8022


Online registration is closed.
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Acronym RIST
CPE 2 hours
Category
Advisory Services
Level Basic
Vendor Surgent
Who should attend

CPA financial planners

Prerequisite
None
Fees: Early Bird
Standard
Member N/A
$89
Non-Member: N/A
$109

The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801.466.8022, Monday through Friday, 8am to 4pm.

Description:
Explore the latest issues facing clients in retirement. Help clients answer these questions: "Am I saving enough now?", "Will we have enough income to live comfortably in retirement?", and "Will we outlive our money?"

Major Topics:

  • How much savings is enough?
  • Tax strategies during accumulation stage
  • Tax strategies during withdrawal stage, including best RMDs
  • Safe withdrawal rates
  • Medical and long-term care expense impact
  • Social security income
  • Alternative sources of retirement income, such as life insurance and annuities

Objectives:

  • Help clients calculate retirement income needs
  • Identify best retirement income generation and withdrawal strategies
  • Properly plan for achieving a client’s retirement income needs
  • Help clients address retirement income complications such as children’s college and a parent's care expenses
  • Assist clients in implementing their retirement income strategies
  • Help clients to NOT outlive their money

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