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  • It was an awesome course. I have recommended it to a couple of CPA friends.

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The Latest Retirement Income Strategies (RIST)

  • Customer Rating
    Not Yet Rated
  • Field of Study
    Advisory Services
  • Level
    Basic
  • Credits
    2
  • Qualifies for

    CPE

Overview

Explore the latest issues facing clients in retirement. Help clients answer these questions: “Am I saving enough now?”, “Will we have enough income to live comfortably in retirement?”, and “Will we outlive our money?”

Major Topics:

  • How much savings is enough?
  • Tax strategies during accumulation stage
  • Tax strategies during withdrawal stage, including best RMDs
  • Safe withdrawal rates
  • Medical and long-term care expense impact
  • Social security income
  • Alternative sources of retirement income, such as life insurance and annuities

Learning Objectives

  • Help clients calculate retirement income needs
  • Identify best retirement income generation and withdrawal strategies
  • Properly plan for achieving a client’s retirement income needs
  • Help clients address retirement income complications such as children’s college and a parent's care expenses
  • Assist clients in implementing their retirement income strategies
  • Help clients to NOT outlive their money

Who should take this course:

Designed for:

CPA financial planners

Prerequisite:

None

Advanced Preparation:

None

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