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PFP2217
Retirement Best Ideas Panel
Date
June 7, 2022
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA & CIMA ENGAGE 2022)
This includes sessions from AICPA & CIMA ENGAGE 2022:
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.
Speakers
Editor, Inside Information
Lead Financial Planning Nerd, Kitces.com
Head of Retirement Research, PGIM
Professor, Frank M. Engle Chair of Economic Security Research, The American College of Financial Services
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