Securing a Comfortable Retirement in the Age of Spending
Dec 13 8:00 - 4:00 p.m.
Red Lion Hotel Harrisburg Hershey Harrisburg - Map
8-Tax 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 a small business as a retirement income source
Sustainable portfolio withdrawal rates during retirement for differing stock, bond, and cash asset allocations, inflation rates, tax deferred accounts, and taxable accounts
Registration
PICPA Member: $285 Nonmember: $385
More Information
Course No. 766701Level: Intermediate
Prerequisites:
Basic knowledge of retirement planning
Speaker(s)
Charles Borek
Chuck is the founder of the Borek Group LLC, a
professional education and consulting firm located in Columbia, MD, where he
serves as CEO and chief counsel. In addition to his professional education and
consulting activities, he continues to practice tax and business law for Davis
Agnor Rapaport & Skalny LLC, and regularly appears before the IRS and in
U.S. Tax Court. He is an attorney, CPA, author, and frequent lecturer on a
variety of topics associated with law, accounting, and taxation.