This webinar covers three critical topics that shape financial security in retirement and beyond. First, explore how tax rules change after leaving the workforce, including strategies to manage required minimum distributions, Social Security and Medicare premiums. Next, examine estate planning approaches for incapacity, followed by a myth-busting look at Social Security benefits and filing strategies to maximize long-term outcomes.
DESIGNED FOR
CPAs and accounting professionals
HIGHLIGHTS
Topics covered:
Is Your Retirement Safe from the Tax Man?
Gio Capodanno, CFP - OneTeam Financial, LLC
This session will cover the myriads of changes impacting retired individuals or those who and saving for retirement. It will address why taxes are different in the working years versus retirement years and cover topics such as RMDs (required minimum distributions), Social Security and Medicare premiums. It will also cover the common pitfalls and biggest mistakes retirees make in retirement.
Estate Planning: Surrogate Decision-Making in the Midst of Incapacity
Constantina Koulosousas, Esq., CELA - OneTeam Financial, LLC
Using real-world case studies and analysis of current laws and planning strategies, this session will equip you with the tools to guide clients in preparing for incapacity. Emphasis will be placed on proactive planning, minimizing family conflict, avoiding court intervention and aligning surrogate actions with the incapacitated person’s values and estate plan.
Debunking the Myths – Social Security and Estate Planning
Ash Ahluwalia, MBA, CFP, NSSA - OneTeam Financial, LLC
Joy Matak, Esq. - OneTeam Financial, LLC
Among widespread confusion and misunderstanding around Social Security rules, this presentation will help you gain a clearer understanding of how Social Security works and how to optimize its benefits (including spousal, survivor, child and divorce-related benefits). Also gain strategies tailored for high-net-worth individuals. Identify your personal “Social Security Sweet Spot” or optimal filing strategy.