Description
In retirement, your clients' tax rates may vary widely so you want to help them apply the tax code in an organized and efficient manner. They need a retirement strategy that will identify the types of taxes faced at various stages, address how taxes impact Social Security and Medicare and plan when to tap different accounts so they don't overpay taxes.
Learning Objectives
Participants will develop an understanding of how to develop a tax efficient distribution strategy and wealth transfer strategy for those who will leave a legacy.