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.
DESIGNED FOR
- 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
BENEFITS
Tax implications of retirement income sources
Planning strategies for retirement incomeHIGHLIGHTS
- 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.
PREREQUISITES
Basic knowledge of financial planning, retirement planning, estate planning, tax planning and investment planning