10 Critical Steps to a Financially Secured Retirement: Focus on IRA Planning and Social Security (ACFS)


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Discussion Leader
Denise Appleby, APA, CISP, CRPS, CRC


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Discussion Leader
Heather Schreiber, RICP®

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10 Critical Steps to a Financially Secured Retirement: Focus on IRA Planning and Social Security (ACFS)

Customer Rating

Field of Study

Taxes

Level

Basic

Credits

1

Qualifies For

CPE

Overview

Improper implementation of retirement strategies can cause individuals to lose significant portions of their retirement nest eggs to income taxes and to miss out on opportunities that could increase overall retirement income. But, with proper guidance on the right steps that should be taken, individuals can get the maximum benefits from their retirement savings, including social security.

Major Topics

  • How to maximize accumulation for retirement savings accounts
  • Factors to consider to enhance social security income benefits
  • Strategies to minimize income tax on withdrawals from retirement saving accounts
  • A discussion of ancillary social security income benefits that are often overlooked

Learning Objectives

  • Explain strategies that can be used to contribute the maximum amount possible to IRAs and employer plans
  • Understand the various factors that should be considered prior to making a social security claiming age decision
  • Explore the tax mitigating strategies available to retirement account owners and beneficiaries
  • Identify other forms of social security income benefits to which your clients and prospects could be entitled

Designed For

Financial advisors, tax professionals, and individuals who support IRAs and employer plans and provide Social Security related advice to their clients

Prerequisite

A basic understanding of individual income tax

Advanced Preparation

None


'
Discussion Leader
Denise Appleby, APA, CISP, CRPS, CRC


'
Discussion Leader
Heather Schreiber, RICP®

Registering...
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