PFP2329. Retirement Best Ideas
Planning for retirement is much more than creating a retirement portfolio. This session will explore the human implications of stepping away from the office and the paycheck, planning ideas on how to get the most after-tax income, and building resiliency into a retiree's financial life.
- Categorize the decumulation methodologies and calculations to make sense when funding a retiree's (or couple's) post-employment lifestyle.
- Evaluate variables to incorporate and update when providing financial and tax guidance.
- Assess and predict future income and ways to manage future tax brackets.
- Formulate in basis planning for the surviving spouse.