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SOP2108 - Retirement Transition: Crucial Decisions That Matter Most

‐ Nov 16, 2021 12:30pm

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



Concurrent Session Onsite and Online

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