The Most Effective Retirement Income Strategies for Your Clients
As baby boomers reach retirement, advisers must solve new problems for clients who aim to sustain their lifestyles over an unknown horizon.
Format
Webcast
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
1
Instructor
Wade Pfau
Availability
3 months
Product Number
WC4169635
Retirement income style and strategies
Multiple retirement income strategies have emerged, and it is hard for retirees to identify which strategies match their personal style.
Based on research, this webcast identifies and validates a set of scorable retirement income factors to define preferences for an overall retirement income style.
The webcast outlines a workable retirement model that shows how the factors connect to four main retirement income strategies:
- Systematic withdrawals with total return investing
- Risk wrap with deferred annuities
- Protected income with immediate annuities
- Time segmentation
Approaching retirement income agnostically and matching retirement income strategies based on an individual’s personal retirement income style may lead to improved outcomes for retirees.
*This webcast is CFP-eligible.
Key Topics
- How to lead your clients toward better retirement outcomes
- Retirement income strategies and styles
Learning Outcomes
- Determine how to understand your client’s retirement income style.
- Identify and understand the four main retirement income strategies.
- Apply the retirement income strategy based on the retirement income style.
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
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. Not sure if your firm is a member? Send an [email] (mailto:pcps@aicpa.org?subject=PCPS%20membership%20check%20%20for%20webcast%20discount) and we’ll get right back to you! Or, learn more about PCPS membership!
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.