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.
Key topics covered:
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.
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02084-24-S) | 1 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02084-24-S) | 1 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1670) | 1 CE | Approved |
| Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Taxes for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02084-24-S) | 1 CE | Approved |
| Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 332215) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-02084-24-S) | 1 CE | Eligible |
| Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02084-24-S) | 1 CE | Approved |
| Retirement Planning for Chartered Advisor in Philanthropy (CAP) | 1 CE | Eligible |
| Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Retirement Planning for Chartered Life Underwriter (CLU) | 1 CE | Eligible |
| Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| CIPM | 1 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02060-24-O) | 1 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02060-24-O) | 1 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1670) | 1 CE | Approved |
| Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Taxes for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02060-24-O) | 1 CE | Approved |
| Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 332215) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-02060-24-O) | 1 CE | Eligible |
| Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 1 CE | Eligible |
| Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02060-24-O) | 1 CE | Approved |
| Retirement Planning for Chartered Advisor in Philanthropy (CAP) | 1 CE | Eligible |
| Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Retirement Planning for Chartered Life Underwriter (CLU) | 1 CE | Eligible |
| Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| CIPM | 1 PL | Eligible |
Credit
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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
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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.
Her innovative ROI Method of Value Pricing™ emphasizes aligning pricing with client value, addressing cultural and workaholism issues to prevent burnout and turnover. Jackie speaks to tens of thousands of financial professionals and taxpayers annually, providing transformative solutions for firms to thrive. Her mission is to improve health, wealth, and relationships for all.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
AB
This webinar is good for learning the different types of Retirement Plans available for Tax Planning and Distributions after retirement. A Tax Practitioner has to have a good knowledge in this area for advising their clients
LD
Excellent Presentation by Highly Qualified Speakers Who Answered Questions form the audience. Focused on topics related to business clients. Highly Recommended.
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