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SOP2108
Retirement Transition: Crucial Decisions That Matter Most
Date
November 16, 2021
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: 2021 AICPA & CIMA National Tax & Sophisticated Tax Conferences with Private Foundation Summit
Every day, thousands of individuals are making stressful decisions with uncertain information as they transition to a new phase in their lives. As a CPA, you are uniquely qualified to reduce sophisticated concepts to the crucial elements needed for clients to make these decisions. The trifecta of retirement decisions includes Social Security claiming, healthcare insurance changes, and retirement income planning. These decisions require juggling tax consequences, confusing regulations, multiple variables, and critical deadlines along with understanding your clients’ goals and dreams.
Learning Objectives
- Understand relationships between Social Security benefits decisions and other retirement assets
- Recognize the Social Security claiming variables and how they impact benefit decisions
- Observe typical client healthcare transition situations and related pitfalls to plan around
- Appreciate the connection between retirement income planning and Medicare costs
- Realize the value you bring to provide tax alpha in the retirement income planning process
Speaker
Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMA
Wealth Adviser, Sage View Advisory Group
General
Session Categories
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