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(SCRT) Surgent's Securing a Comfortable Retirement in the Age of Spending (SCRT)
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This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.

9/30/2020
When: 09/30/2020
7:00 AM
Where: Webcast
SURGENT
SCRT-2020-01-WEBNR-274-01
United States
Presenter: Michael Frost, CPA


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Acronym: SCRT

CPE:  8

Vendor: Surgent

Category:  Spec. Knowledge (Technical) (4), Taxes (4)

Level: Intermediate

Yellow Book? No

Registration Fees:

Members* $259

Non-Members $279

*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.

 

Course Description: 

This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.

Objectives:

 

Help clients determine how much retirement income is necessary for the desired retirement lifestyle

Identify resources available for retirement

Explain how budgeting can identify retirement resources

Understand how to build the three-legged retirement stool: employer retirement, savings, and Social Security

Develop Plan B when the ideal retirement goal is not achievable

Explain ways that clients can convert the equity in a home to retirement income

Explain how the value of a small business can be converted to retirement income

Explain survival possibilities and how first-to-die and last-to-die survival probabilities are used in retirement planning for married couples

Understand timing regarding the use of taxable retirement funds and nontaxable funds, and strategies to minimize income tax on Social Security

Recognize the role of various investment types, such as life insurance, annuities, mutual funds, equity holdings, and bonds in retirement planning

Summarize key points of recent research on the sustainability of retirement income and maintenance of desired retirement lifestyles

 

Major Topics:

 

 

 

Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs and family needs to customize a retirement plan unique to the client

Using the residence and other real estate as retirement assets through equity and rent

Using the small business as a retirement resource through creative retirement plans

Asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement

Developing a three-legged retirement stool of employer retirement, savings, and Social Security

Distribution/asset liquidation planning

Analysis of the most current/important research on retirement planning and sustaining retirement income levels

 

Designed For:  CPAs looking to advise clients on retirement planning, and CPAs looking for effective strategies for their own retirement

 

Prerequisite:  Basic knowledge of retirement planning

 

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