0      0

PFP2217 - Retirement Best Ideas Panel

‐ Jun 7, 2022 2:45pm

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.


You must be logged in and own this session in order to post comments.