Avoid Costly Retirement Distribution Mistakes: Discover Where, When and How to Tap Funds
Free Webinar for Members of Equity Trust Professional Financial Network
Wednesday August 25, 2010 at 3:00 p.m. ET
Presented by Sandra Pierce, CPA, PFS, CFP
Too often, retirement planning advice is focused on how to accumulate wealth for retirement, but in recent years advisors are seeing a demand from clients for retirement distribution advice. Additionally, firms are seeing an increase of existing and new clients who are recently either retired, laid off, or living off severances or the long-extended unemployment benefits. They’re asking for assistance in determining the right mix of savings and investment sources.
Understandably, today’s retirement plan and IRA distribution rules can often be complex for clients. The withdrawals and asset allocations in support of those withdrawals coupled with the designation of beneficiaries carry many advanced planning opportunities for CPAs and advisors.
Join Sandra Pierce, CPA, PFS, CFP, as she walks you through the most beneficial way for your retiring clients to make withdrawals with reduced taxes and shares cash flow options for clients in transition.
Presentation highlights include:
- The importance of planning for required minimum distributions
- IRS rules for IRA distributions, including inherited IRAs
and Roth IRAs
- IRS rules on taxable annuity and Section 72(t) distributions
- Investment and tax benefits of careful planning; where to take withdrawals and setting asset allocations in support of those withdrawals
- “Ins and outs” of various savings and investment sources for clients in transition
Join the Equity Trust Financial Network for CPAs, attorneys and financial professionals to get more details and sign-up for this exclusive webinar.
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