語言

Online

公司

AICPA

時間

N/A

地點

中環

課程費用

542

CPD 時數

4

聯絡方法

Online

Are you ready to help your clients set realistic expectations and goals? In this narrated PowerPoint video, Tom Tillery will discuss contributions to, and distributions from, various types of retirement plans. Contributions to most retirement plans are made on a pre-tax or tax-deductible basis. Income tax benefits are available to both employers and employees; and, for most retirement plans, the contributions grow on an income tax-deferred basis. Clients will face several challenges throughout the retirement years: providing care for elderly parents, children moving back home, and health issues. And, there are retirees who may have outlived, or overspent, their nest egg. This course will explore the risk-management tools and strategies to mitigate or eliminate these risks (or both).

Financial advisers and clients alike, often incorrectly perceive that deployment of strategies and recommendations is the first step in the implementation phase. In the final part of this course, you will learn that the first step should be a review of the client's existing estate plan, or the creation of an estate plan. A current estate plan and the appropriate ownership of assets that are set aside for financial independence is just as, and may be even more, critical than the assets themselves.

Key Topics

  • Personal retirement savings vehicles, including IRAs and other retirement plans
  • Social Security, Medicare and Medicaid
  • Retirement income and expenses


Language : English                                                        

CPA Credit Hour : 4 hours                                                   

Member Fee: $ 542  | Non Member Fee: $ 699                                 

More info: https://bit.ly/2ImmgiN                                                                    

* All prices are subject to change without prior notice due to currency fluctuation