PFP2612. Smart Retirement Decisions: Timing, Taxes and Benefit Optimization

Strategies for maximizing retirement income while minimizing impact on Medicare IRMAA and income tax deductions. Focus on aligning Social Security, Medicare, retirement plan distributions/conversions and tax deductions into a unified retirement income strategy.

Learning Objectives:

• Learn a holistic approach to timing of retirement income and plan distributions to protect against longevity risk and minimize impact of income taxes.
• Strategies to plan for Medicare IRMAA and deduction phase-outs.
• Enhance learning through case studies showing impact of various retirement income decisions.