Description
Provides financial planners with deeper insights into retirement income planning and the associated tax consequences
Learning Objectives
Increase planner comfort to have well-informed and structured conversations around the complex components of planning for income in retirement. Deep dive into income planning opportunities, tax consequences, and mistakes to avoid for the following income categories: Social Security, Pensions, Retirement Accounts (i.e. 401k, IRA), and Special Wages. Develop processes for planners to identify the opportunities and present them to their clients