(Approved for 2 IAR CE) - 02.08.2025
What You'll Learn
*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE credit hours for Investment Advisor Representatives - Products and Practices.
In this webinar, Wade Pfau reviews the different…
Tom Dickson
Financial Experts Network
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*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE credit hours for Investment Advisor Representatives - Products and Practices.
In this webinar, Wade Pfau reviews the different tax advantages available in the tax code and how to create tax diversification as a foundation for retirement. Wade dives into tax-efficient retirement distributions, including effective marginal tax rate management, strategic Roth conversions, and long-term capital gains harvesting. Wade also covers pitfalls with generating more taxable income, including the Social Security tax torpedo, increased Medicare premiums, and the impacts of tax-preferential sources of income. The webinar finishes with a detailed example to show how more tax-efficient retirement distributions using strategic Roth conversions can significantly extend retirement portfolio longevity.