Tax Planning for Early Retirement: The Great Resignation FLEXCAST
Available Until
Your Desk
1.0 Credits
Member Price $49.00
Non-Member Price $56.00
Overview
This insightful course addresses the crucial topic of tax planning for early retirement amid The Great Resignation. As a significant number of U.S. workers opt for early retirement post-pandemic, understanding the tax implications of such a decision becomes paramount. This course equips participants with a thorough understanding of the various tax consequences associated with early retirement. It provides an in-depth analysis of retirement plan distributions, offering strategies for optimizing tax benefits. The course also covers the vital components of Social Security, providing essential knowledge for advising clients on the best time and approach to claim their benefits. Furthermore, healthcare considerations, an often-overlooked aspect of early retirement, are examined, ensuring participants are well-informed about all facets of retirement planning. This course is particularly beneficial for professionals advising clients in the midst of The Great Resignation, ensuring they are equipped with the latest information and strategies for effective tax planning in early retirement.
Highlights
The Great Resignation. Basic financial planning. 2022 tax rates. Retirement accounts. NUA. NIIT. Social Security. Healthcare. Reverse mortgage.
Prerequisites
None.
Designed For
CPAs, financial professionals, enrolled agents and attorneys.
Objectives
Understanding the Great Resignation. Retirement plan distributions. Social Security - what you need to know. Healthcare - what you need to know.
Preparation
None.
Notice
This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.
Leader(s):
Leader Bios
Larry Pon, Western CPE
Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics to tax professionals, financial advisors, and the general public nationally. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.
Non-Member Price $56.00
Member Price $49.00