Ep#5: Strategic Tax Planning for a Secure Retirement 1 Credit
The Tax Advisor’s Technical Toolkit: Monthly Series for Success
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When you retire, your income usually flows from three possible sources: Social Security benefits, distributions from individual retirement accounts (IRAs) and retirement plans, and funds from savings and other investments.
IRAs and retirement plans, such as 401(k)s, allow you to accumulate tax-advantaged savings over your working years, which can be drawn upon in retirement. Your personal savings and investment accounts can also supplement these income sources, offering a buffer for unexpected expenses or enhancing your lifestyle.
Understanding the nuances of different retirement plans is crucial to maximize your retirement income. Defined Contribution Plans, such as 401(k)s, offer several strategies to boost your savings. Furthermore, having access to a Roth IRA can be particularly advantageous in retirement. Unlike traditional IRAs, Roth IRAs allow for tax-free withdrawals of contributions and earnings, provided certain conditions are met. This can be a powerful tool for managing your tax liability in retirement, offering greater flexibility in how you draw down your savings. Strategically combining withdrawals from Roth IRAs with other income sources can help you maintain a lower taxable income, thereby preserving more of your wealth over the long term.
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Join this CPE Course. It will discuss different retirement income sources and tax strategies for creating a robust and resilient financial plan for your retirement years.
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(Soon to be Dr.) Jackie Meyer, a 40 under 40 honoree with CPA Practice Advisor from 2018-2022, is a pioneering serial entrepreneur speaker, focusing on practical solutions that enhance tax & financial literacy, from recruitment and retention to leveraging AI in accounting firms. As the former founder of an award-winning CPA firm (2010-2022), she now leads TaxPlanIQ, a SaaS Tax Advisory Platform (AICPA 2023 Accelerator Cohort), and is writing a book on The Balance Sheet of Life.
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LD
Excellent Presentation by Highly Qualified Speakers Who Answered Questions form the audience. Focused on topics related to business clients. Highly Recommended.
DD
Jackie is a great presenter. She explains things clearly and with examples. She describes real-life situations. I search out her courses.
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