Managing Taxes on Retirement Income
Discover how different income sources affect taxes in retirement. This webinar offers insights and strategies to manage tax liabilities and make informed financial decisions for the future.
Format
Webcast
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
1.5
Instructor
Steven Jarvis
Availability
3 months
Product Number
WC4900213
In this PFP Section webcast, a tax expert discusses the tax implications and planning strategies for income sources that are often new in retirement.
This session will cover:
- Social Security benefits — Tax implications and strategies for optimizing Social Security income
- Pension income — Tax treatment of pension distributions and key planning considerations
- Required minimum distributions (RMDs) — Rules, tax impacts, and strategies for managing RMDs from retirement accounts
- Annuities — Taxation of annuity payments and strategies for managing annuity income
- IRA and 401(k) withdrawals — Tax implications and strategies for withdrawals from traditional and Roth accounts
- Part-time employment — Tax considerations for retirees who continue to work
This event is CFP-eligible.
PCPS members save 20%:
A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here.
Key Topics
- Tax implications of retirement income sources
- Planning strategies for retirement income
Learning Outcomes
- Analyze various types of retirement income and how they are taxed.
- Apply decisions that can be made to delay or accelerate income to maximize tax brackets in specific years.
- Distinguish how taxes get paid on different income sources and how to help clients avoid surprises at tax time.
Who Will Benefit
- Tax professionals who serve individual clients
- CPA financial planners and other professional financial planners
- Practitioners who provide tax, retirement, estate, investment or risk management planning services
Group ordering for your team
2 to 5 registrants
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