Securing a Comfortable Retirement in the Age of Spending
Dec 17 8:00 - 4:00 p.m.
Sheraton Harrisburg Hershey Hotel Harrisburg - Map
4-Tax; 4-Other CPE Credits
Help clients determine how much retirement income is necessary to sustain their desired lifestyle. Develop a Plan B if the ideal retirement goal is not achievable. Recognize the role of various investment types, including life insurance, annuities, mutual funds, equity holdings, and bonds. Highlights
Asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement
Developing a three-legged stool of employer retirement, savings, and Social Security
Distribution/asset liquidation planning, including the pros and cons of various annuity options and strategies for using qualified plans and IRAs, beneficiary elections, and trusts
Identifying retirement planning variables such as travel plans, housing plans, medical needs, and family needs
Using the residence and other real estate as retirement assets through equity and rent
Using the small business as a retirement income source
Sustainable portfolio withdrawal rates during retirement for differing stock/bond/cash asset allocations, inflation rates, tax deferred accounts, and taxable accounts
Registration
PICPA Member: $275 Nonmember: $375
More Information
Course No.
766702
Level:
Intermediate
Prerequisites:
Basic knowledge of retirement planning
Speaker(s)
John Kilroy
John M. Kilroy, CPA
JOHN M KILROY
John Kilroy is a managing member of
iValue Financial Planning LLC, located in the Philadelphia, Pennsylvania area.
John engages clients in financial and tax planning, as well as preparing tax
returns for individuals, corporations, partnerships, estates, and trusts. John
is a CPA and a CFP® practitioner. He is a 1979 graduate of Villanova University
with a BS in Accounting. John is a member of the Pennsylvania Institute of
Certified Public Accountants and the Financial Planning Association (FPA).
Within the FPA, John has served as a board member of the Philadelphia Tri-State
chapter and on its education and finance committees. John is an adjunct faculty
member for the Temple University Certificate of Financial Planning Program. He
is a frequent speaker and facilitator on tax and financial planning topics. John
has been quoted in the Wall Street Journal, MarketWatch.com, and USATODAY.com.
He has written for the Journal of Financial Planning, and is a contributor to
Retirement Weekly. John has also discussed financial and tax planning issues on
various radio outlets.