Venue
Online Event

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Event Date Wed Sep 22 EDT (9 months ago)
Location Online Event
Region Americas
Details

Designing retirement planning efficiencies is a challenging process. A major aspect of this planning is to make sound decisions with respect to your clients’ tax implications. One of your most significant considerations may be “When should taxes be paid to generate the most after-tax spending and legacy for a given asset base?” Answering this question requires digging into our progressive tax system.

Attend this webcast to learn:
• Three retirement distribution approaches that allow your clients to take advantage of the progressive tax code to pay taxes
• How to navigate the primary pitfalls associated with the interactions between retirement income, Social Security taxation, and Medicare premiums
• Tax diversification and asset location techniques to help position client assets as a suitable foundation for retirement
• How to apply this session information to design tax-efficient retirement distribution strategies that seek to extend portfolio longevity

Speakers

2021 Speakers

Wade D. Pfau
Program Director, Retirement Income Certified Professional Designation® Professor, Retirement Income, The American College of Financial Services

David Newby
Regional Vice President – Arizona, Jackson National Life Distributors LLC

Michelle Tidey
Vice President, Head of Independent Broker/Dealer Sales – West Region, Jackson National Life Distributors LLC