Surgent's Securing a Comfortable Retirement in the Age of Spending

Overview

This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income will be required and strategizing about how to reach retirement goals.

Highlights

• Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs, and family needs to customize a retirement plan unique to the client
• Using a residence and other real estate as retirement assets through equity and rent
• Using a small business as a retirement resource through creative retirement plans
• Overview of asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement
• The three-legged retirement stool: employer retirement, savings, and Social Security
• Planning with the retirement provisions of SECURE Act 2.0
• Updates introduced by the One Big Beautiful Bill Act
• Distribution/asset liquidation planning
• Analysis of the most current/important research on retirement planning and sustaining retirement income levels

Prerequisites

Basic knowledge of retirement planning

Designed For

CPAs looking to advise clients on retirement planning, and CPAs looking for effective strategies for their own retirement

Objectives

• Help clients determine how much retirement income is necessary for the desired retirement lifestyle
• Identify resources available for retirement
• Explain how budgeting can determine retirement resources
• Un

  Preparation

  None