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2022 AICPA & CIMA ENGAGE

PFP2217 - Retirement Best Ideas Panel


Jun 7, 2022 2:30pm ‐ Jun 7, 2022 3:45pm


Standard: $49.00

Description

Planning for retirement is much more than creating a retirement portfolio. This session will explore the human implications of stepping away from the office and the paycheck, planning ideas on how to get the most after-tax income, and building resiliency into a retiree's financial life.

Learning Objectives:
  • Categorize the decumulation methodologies and calculations to make sense when funding a retiree's (or couple's) post-employment lifestyle.
  • Evaluate variables to incorporate and update when providing financial and tax guidance.
  • Assess and predict future income and ways to manage future tax brackets.
  • Formulate in basis planning for the surviving spouse.

Speaker(s):

  • Bob Veres, Editor, Inside Information
  • Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, BFA, MSA, Lead Financial Planning Nerd, Kitces.com
  • David Blanchett, PhD, CFA, CFP, Head of Retirement Research, PGIM
  • Michael Finke, PhD, CFP, Professor, Frank M. Engle Chair of Economic Security Research, The American College of Financial Services

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