Tax Planning Opportunities Retirement Income

REGISTER

Credit hours: 1 | Not approved in: HI, NJ, OK, TX, VA and WA
Intended for: CFP, CPE. CLU/ ChFC & CIMA

This course will discuss planning opportunities to reduce the impact of taxes on your client’s retirement income, such as net unrealized appreciation, HSAs, Roth conversions and qualified charitable deductions. We’ll also cover case studies that demonstrate how the order of withdrawals can impact the longevity of a retirement income plan.