PFP2503P. Consideration for Retiring Early; FIRE

Early Retirement is on the minds of many clients and prospective clients.

In this session, learn about tax and retirement planning considerations for those considering an early retirement.

In this session we will:

* Learn about savings tactics for those considering financial independence and early retirement

* Explore draw down strategies for those retiring early.

* Assess tax problems for those retiring early, including IRMAA, the Widow's Tax Trap, and Required Minimum Distributions ("RMDs").

* Explore Roth conversions and Premium Tax Credit considerations for those retiring early. 

Learning Objectives:

• Learn savings tactics for those considering financial independence and early retirement
• Learn draw down strategies for those retiring early