Retirement Advising: Accumulation and Decumulation Strategies WEBCAST

Tuesday, September 29 8:30am - 4:30pm PDT

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8 Credits

Member Price $295.00

Non-Member Price $395.00

Overview

An in-depth look at retirement needs models, their flaws, and ways to overcome associated drawbacks. Review holistic retirement planning while reviewing threats to a successful retirement. Review recent retirement planning changes, including the elimination of the “Stretch IRA” by the SECURE Act. Address key questions to plan a comfortable retirement. Discuss strategies to draw down retirement assets over an extended period. Review leading retirement accumulation and decumulation approaches, and how to incorporate them into an effective distribution plan that mirrors client goals.

Highlights

Downside of traditional retirement asset accumulation strategies. Threats to a successful retirement. Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles. Matching investment assets with the appropriate retirement plan and distribution strategy. Review the provisions of the SECURE Act and how they will impact retirement planning.

Prerequisites

None

Designed For

CPAs, financial advisers, attorneys and insurance professionals.

Objectives

Determine how to make retirement planning an area of expertise in your practice. Discuss planning opportunities created by the SECURE Act. Identify traditional retirement planning assumptions, methods, and techniques. Identify how recent legislative changes and research findings are changing the pre- and post-retirement advice offered to clients. Recognize withdrawal techniques that can help extend the distribution period. Determine how to integrate a retirement plan distribution strategy with a Social Security claiming strategy.

Preparation

None.

Notice

None

Leader(s):

Leaders

J. Gardner

Randy Gardner, JD, LLM, MBA, CPA, CFP ® is a professor of Tax and Financial Planning and director of the Certificate in Financial Planning program at the University of Missouri - Kansas City. He is a coauthor of several books on tax issues and is also a highly rated discussion leader.

In addition to teaching, Mr. Gardner works as a tax and financial planning consultant for several accounting firms and over 200 individual clients. He also serves on the Editorial Board of The Journal of Financial Planning and on the Board of Examiners of the Certified Financial Planner Board of Standards, and he is a member of the Missouri Society of CPAs.

Mr. Gardner earned a Bachelor of Arts degree, cum laude, from Harvard University, his JD and MBA degrees from the University of Kansas, and a Master of Law in Taxation from the University of Missouri - Kansas City.

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Non-Member Price $395.00

Member Price $295.00