Loading...

Securing a Comfortable Retirement

8:30 am–12:15 pm ET

# of CPE Credits

4

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.

Objective

* Help clients determine how much retirement income is necessary for the desired retirement lifestyle * Identify resources available for retirement * 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

Highlights

* 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, nonqualified deferred compensation, and converting the value of the business through sales within the family or to an outside party * An overview of portfolio management for retirees, including: sustainable portfolio withdrawal rates, balancing investments between income and equity, and taxable and nontaxable, and asset liquidation and distribution timing to minimize the tax impact of retirement distributions and maximize cash flow from retirement vehicles and Social Security * Developing a three-legged retirement stool of employer retirement, savings, and Social Security, and timing the use of the legs of the stool to maximize after tax-retirement benefits * Analysis of the most current/important research on retirement planning and sustaining retirement income levels and lifestyles and the impact of the most recent tax laws, regulations, and rulings

Who Should Attend

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

Required Knowledge

Basic knowledge of retirement planning

Advanced Prep

None

Event Speaker(s)

Michael David Frost, CPA ( Deloitte LLP, Charlotte, NC ),

Additional Event Information

Technical Support
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at [email protected], and a team member will contact you shortly.

If you need assistance with internet access issues, browser capability, or when the NCACPA office is closed* please call Freestone Technical Support at 866-702-3278 or by email at [email protected] .

*NCACPA office hours are 9:00 am–5:00 pm ET. Online Learning Team members will be available via email 30 minutes prior to the start of a live online program.

Test Your System
You may test your system by clicking here. Please test your system to ensure you have the proper components installed.

Also Available As

Seminar
Thursday, December 8, 2022 (8:30 am–12:15 pm ET) , Morrisville
Register >>

Share This Event

Event Vendor:Surgent McCoy CPE, LLC
Field of Study:Finance
Level: Intermediate

Event Type:Webcast
NASBA Instructional Method:Group Internet Based
Event Code:W0025522

Registration Fees

RegistrationEarly BirdRegular
NCACPA MemberN/A$145.00
Non-MemberN/A$195.00
CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.