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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(s):
Theodore
J. Sarenski,
CPA/PFS, CFP, AEP, CGMA,
Wealth Adviser,
Sage View Advisory Group