Tapping into Retirement Accounts to Build an Income Stream
Date and Time
Tuesday Nov 7, 2017
12:00 PM - 1:15 PM EST
Wednesday 11/01 & Tuesday 11/07 from 12pm – 1:15pm
Location
Wake Med Apex Health Plex, 120 HealthPlex way…2nd Floor Conference Room, Apex, NC 27502
Fees/Admission
Registration for this workshop is available at [Roundtable].
Free Event
Pre-registration Required
Workshop attendees earn up to one hour of CPE credit in Finance.
Additional Information:
Prerequisites: None
Who Should Attend?
CPAs
Advanced Preparation: None necessary, although a basic understanding of retirement accounts is helpful.
Program level: Basic
Delivery method: Group-Live
Description
How and when wealthy clients draw down their various retirement funds is a critical planning topic with numerous tax and investment implications.
This one-hour roundtable event will feature financial advisors, CPAs, & bankers for a "working lunch" to share expertise on how to tap into retirement accounts and build a sustainable asset withdrawal strategy for retirement.
After completing the Roundtable, you will know:
- The ultimate purpose of retirement income planning
- The 4 biggest risks clients face in retirement
- 4 approaches for designing a retirement income plan
- Transition planning: When to take distributions & liquidate assets
- How to customize income solutions for each client
