Personal Retirement Investments, Income and Expenses

Overview

This CPE course can be purchased individually or as part of the Retirement Planning Certificate Program.

The SECURE Act is the first major legislation to revamp retirement plans in over a decade. The provisions and planning strategies to help your clients avoid unintended tax consequences on their estate and retirement plans have been implemented into this learning program.

Are you ready to help your clients set realistic expectations and goals? In this four-part narrated PowerPoint video, Tom Tillery will examine personal retirement savings vehicles, including IRAs and other retirement plans. Social Security, Medicare and Medicaid, and Retirement income and expenses will also be considered.

Note: This course has been updated for the Tax Cuts and Jobs Act ("Tax Reform").

Moderator, Tom Tillery
Thomas Neal Tillery, CFPr, AEPr, CLUr, ChFCr, CRPCr, LUTCF is Vice President and Chief Compliance Officer of Parakleter Financial, Inc. Parakleter provides integrated fee-for-service financial planning without asset management or product sales.

Enhanced On-Demand Format

This on-demand format utilizes a slide deck format, enhanced with narration and interactive exercises that are designed to increase the level of engagement and hands-on application. Drag and drop exercises, case studies, and interactive diagrams are some examples of the interactive exercises that are used to supplement traditional instruction in this learning experience.

Highlights

Key Topics

• Personal retirement savings vehicles, including IRAs and other retirement plans
• Social Security, Medicare and Medicaid
• Retirement income and expenses

Prerequisites

None

Designed For

Who Will Benefit

• CPAs and financial planners with basic knowledge of, and interest in, personal financial planning

Objectives

Learning Outcomes

• Calculate annual contribution limits for an IRA.
• Differentiate the benefits of a traditional IRA and a Roth IRA.
• Determine who can receive Social Security retirement benefits.
• Identify the eligibility requirements for Medicare.
• Identify minimum qualified plan distribution requirements for employees at age 70«.
• Recall the requirements of a salary continuation plan.