Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement
Nov 1 8:00 - 4:00 p.m.
Red Lion Hotel Harrisburg Hershey Harrisburg - Map
4-Tax; 4-Other CPE Credits
Implement tax-effective investment and portfolio strategies for successful wealth accumulation and after-tax retirement income maintenance. Discuss asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts before and after retirement. Review tax-saving investment transactions and the optimal asset mix between retirement plans and taxable savings. Highlights
Relevant tax law, regulations, and rulings
Worksheets and formulas for a financially secure retirement
Expenditure patterns and out-of-pocket medical expenses in retirement
Distribution and asset liquidation planning
Sustainable portfolio withdrawal rates for differing asset allocations, inflation rates, and tax rates from tax-deferred accounts and taxable accounts
Analysis of regular IRA to Roth IRA conversion elections
Variable annuities vs. mutual funds
Roth IRAs vs. regular IRAs
Life insurance in a pension maximization strategy
Registration
PICPA Member: $275 Nonmember: $375
More Information
Course No. 591201Level: Intermediate
Prerequisites:
Knowledge of retirement planning
Speaker(s)
Dennis Riley
Dennis Riley, CPA, MBA
Dennis Riley has more than 25 years of experience in accounting, consulting,
tax preparation, and government representation. He specializes in the tax and
business needs of individuals, families, and entrepreneurial small businesses.
The Vision Project identified him as an early adopter of new technology and new
integrations of accounting and consulting information. He is a frequent lecturer
on topics related to taxation and closely-held businesses.
Riley’s experience includes a range of services including negotiations with
federal and state government tax authorities, offers in compromise, closing
agreements, strategic business plans, litigation support, record reconstruction,
business formation and dissolution, problem solving, and tax preparation. He has
resolved multiple-year filing issues, organization issues, and business
transition problems.