Are you and your clients making the most of retirement income or leaving valuable opportunities on the table? Discover strategies to maximize Social Security benefits, reduce unnecessary taxes and make informed decisions about Medicare and retirement savings.
DESIGNED FOR
CPAs, Attorneys, and Financial Advisors
BENEFITS
Learn how to proactively protect finances and legacy from the potential impact of long-term care costs while building a more secure retirement future.
HIGHLIGHTS
Learn how to help your pre-retiree and retiree clients make more informed retirement decisions by exploring the critical roles of tax planning, Social Security optimization and long-term care preparation. Learn strategies to help reduce unnecessary taxes, maximize lifetime retirement income, avoid costly Social Security mistakes and better protect savings, loved ones and legacy. Topics will include:
Social Security
- Basic rules governing Social Security
- A review of spousal, survivor, child, divorce and other important rules
- Specific strategies available to maximize eligible Social Security benefits
- Strategies to minimize the taxation of Social Security benefits
- The impact of the One Big Beautiful Bill on Social Security
- The impact of the elimination of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO)
Long-Term Care
- What’s long-term care and why planning ahead is essential
- Who actually pays for long-term care and common misconceptions about Medicare, Medicaid and health insurance
- Strategies to protect your retirement savings from the potentially high costs of long-term care
- Long-term care planning options, including insurance solutions and self-funding
- Practical planning tools to help preserve assets, independence and legacy
Taxes in Retirement
- Social Security taxation
- Required minimum distributions (RMDs)
- Medicare premiums
- Tax-efficient withdrawal strategies
- Common retirement tax pitfalls