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Advisory Annuities & Retirement Income: Strategies, Taxation and Implementation for Fee-Only Advisors

Topic

Retirement Savings and Income Planning

Program ID

337880

Hours

1

Format

Self-Study / Recorded webinar

Complexity

Intermediate

Description

Hear from long time industry insider, Cooper Sinclair, as he provides an overview of the advisory annuity space, with a specific focus on retirement income planning. This session will review the implementation realities for Fee-Only advisors. Attendees will receive a crash course on annuity taxation and the solutions most utilized today. Attendees will explore detailed information concerning advisory fees, and the impact of the 2019 IRS Private Letter Ruling that changed the game for fee-only firms and practitioners. Cooper will close with a real-life case study that demonstrates the implementation realities.

Learning Objectives

1. Provide fee-only advisors with guidance on the utilization and implementation of advisory annuities to meet their clients’ retirement income needs. 2. Compare the different types of advisory annuities utilized by Fee-only professionals and how they benefit their clients. 3. Examine a real-life Retirement Income case study that demonstrates the usefulness of advisory annuities.