Tax Planning for Early Retirement: The Great Resignation FLEXCAST

Overview

We’ve been hearing a lot about The Great Resignation- the elevated rate at which U.S. workers have quit their jobs since the pandemic. There are a lot of tax consequences for those who decide to retire early. This class from Larry Pon, CPA/PFS, CFS, EA, USTCP, AEP, will be covering the basics of the topic of tax planning for early retirement and how it relates to the increase demand from The Great Resignation.

Highlights

The Great Resignation. Basic Financial Planning. 2022 Tax Rates. Retirement Accounts. NUA. NIIT. Social Security. Healthcare. Reverse Mortgage.

Prerequisites

None.

Designed For

CPAs, financial professionals, enrolled agents and attorneys.

Objectives

Understanding the Great Resignation. Retirement Plan Distributions. Social Security- what you need to know. Healthcare- what you need to know.

Preparation

None.

Notice

This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.