PFP2438. Retirement Best Ideas Panel

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.

Learning Objectives:

• 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 a plan to maximize clients retirement income while adhering to sound principles that insure financial stability and success.
• Evaluate best practices to assist clients dealing with and surviving unforeseen pitfalls and challenges in retirement.