0       0

Advanced Personal Financial Planning Conference 2015 - Virtual


Tax Preferenced Retirement Savings Strategies for High-Income Individuals


Jan 19, 2015 11:15am ‐ Jan 19, 2015 12:05pm

Description

As income tax rates have increased over the last couple of years, along with the application of the new 0.9% and 3.8% Medicare surtaxes, high-income individuals are in need now more than ever to find ways to reduce their incomes during high-income years. With careful tax planning, high-income individuals can save as much as $0.434 for every $1 deferred.

Learning Objectives: During this session, we will cover the following topics:

  • Defined contribution plan opportunities
  • Defined benefit plan opportunities
  • Non-qualified deferred compensation (NQDC) opportunities
  • Other income reducing strategies (such as oil & gas investments)

Speaker(s):

  • Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA , Partner, Keebler and Associates, LLP

You must be logged in and own this session in order to post comments.

Print Certificate
Review Answers
Print Transcript
Completed on: token-completed_on
Review Answers
Please select the appropriate credit type:
/
test_id: 
credits: 
completed on: 
rendered in: 
* - Indicates answer is required.
token-content

token-speaker-name
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
/
/
token-index
token-content