Managing Taxes on Retirement Income (1.5 hours)

Overview

In this PFP Section webcast, a tax expert discusses the tax implications and planning strategies for income sources that are often new in retirement.

This session will cover:

Social Security benefits - Tax implications and strategies for optimizing Social Security income

Pension income - Tax treatment of pension distributions and key planning considerations

Required minimum distributions (RMDs) - Rules, tax impacts, and strategies for managing RMDs from retirement accounts

Annuities - Taxation of annuity payments and strategies for managing annuity income

IRA and 401(k) withdrawals - Tax implications and strategies for withdrawals from traditional and Roth accounts

Part-time employment - Tax considerations for retirees who continue to work

Highlights

Tax implications of retirement income sources

Planning strategies for retirement income

Prerequisites

Basic knowledge of financial planning, retirement planning, estate planning, tax planning and investment planning

Designed For

Tax professionals who serve individual clients

CPA financial planners and other professional financial planners

Practitioners who provide tax, retirement, estate, investment or risk management planning services

Objectives

Analyze various types of retirement income and how they are taxed.
Apply decisions that can be made to delay or accelerate income to maximize tax brackets in specific years.
Distinguish how taxes get paid on different income sources and how to help clients avoid surprises at tax time.

Notice

“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!