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Determining How Much Money You need to Retire: Practical Planning Strategies (145-18)
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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.

 Export to Your Calendar 11/1/2018
When: 7:30 AM - 3:30 PM
Where: UACPA Training Room
136 South Main Street, Suite 510
Salt Lake City, Utah  84101
United States
Presenter: Joshua Jenson
Contact: April Deneault
801-466-8022


Online registration is available until: 11/1/2018
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Acronym DRMM818
CPE 8 hours
Category
Taxation
Level Intermediate
Vendor Surgent
Who should attend
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
Prerequisite
Basic knowledge in retirement planning
Fees: Early Bird
(through 10/18)
Standard
(after 10/18)
Member $257 $285
Non-Member: N/A
$340

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 

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.



Major Subjects

  • Asset allocation, portfolio management, portfolio rebalancing, and
    investment selection concepts, before and after retirement, tax-
    saving investment transactions, and the optimal asset mix between
    retirement plans and taxable savings
  • Historical guidelines for nominal and real after-tax returns
  • 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


Objectives

  • Identify the success factors in building a retirement nest egg
  • Explain the relationship between risk and return and 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

 

 

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