Course Description
This webinar will explore the risks, strategies, and opportunities that retirees encounter in today's evolving retirement landscape, particularly in light of changing tax legislation. Participants will gain a comprehensive understanding of various retirement accounts, including contributions, conversions, and the relevant rules governing these strategies. Additionally, the session will examine different tax models and how shifting legislation can impact retirees and their families.
Learning Objectives
• Assess the risks and benefits associated with Roth conversions.
• Analyze various retirement plans and scenarios to identify the most suitable strategies.
• Understand key elements of investment, tax, and estate planning.
• Evaluate the effectiveness of different retirement strategies.
Credits and Other information
• Recommended CPE credit – 2.0
• Recommended field of study – Taxes
• Session Prerequisites and preparation: None
• Session learning level: Basic
• Location: Virtual/Online
• Delivery method: Group Internet Based
• Attendance Requirement: Yes
• Session Duration: 2 Hours
• Case Studies and Live Q&A session with speaker
• PowerPoint presentation for reference
Who Will Benefit
• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners
2 Comments
Eleanor Fant
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Shahnewaz Sakil
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