Key Birthdays for Tax and Retirement Planning 04-09-2024
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Key Birthdays for Tax and Retirement Planning
Presented by Larry Pon, CPA,
In this webinar Larry Pon, CPA helped to unlock the strategic importance of significant birthdays in the financial planning landscape.
He delved into the crucial ages that mark significant turning points in your clients’ financial journeys. From Age 59 1/2, a vital threshold for retirement account withdrawals, to Age 55, where specific conditions allow penalty-free access to certain retirement funds, each milestone carries weighty implications. We also explore Age 73, the new age for Required Minimum Distributions (RMDs), a shift that can redefine retirement income strategies.
Attendees Comments:
A few comments from listeners when they were asked what the learned from the webinar:
I learned great ideas to share with clients who have children or grandchildren from birth onward. Great stuff! Larry Pon is an excellent presenter and provides a wealth of great information in an easy-to-understand and retain format. I will definitely watch more of his upcoming webinars as well as dig through the library of prior ones.
- Mary Ann C.
I'm surprised that after 15 years of being in this business, Larry's presentation was the first time I've thought about all the those dates from zero to 85
- Robert B.
When I first saw the topic, my eyes rolled. But when I saw the slides, kudos to Larry for putting together a really comprehensive "list" of all of the stuff that we think of as planners for our clients. While we do what we do every day as though it's like breathing air, this slide deck could be used as just one example of all of the things that financial advisors do and think about on behalf of their clients. My old finance professor doesn't understand why people pay financial advisors. This was a solid condensed hour of just the tip of what's involved as a personal financial planner. This slide deck would be a great prospecting seminar as it touches on so many things during the life of the client. Thank you both - Again!
- Reg B.
A variety of provisions may not apply equally to IRAs and 401ks. HSAs are clearly a great way to save for retirement but must watch out for Medicare participation.
- Robert S.
I learned great ideas to share with clients who have children or grandchildren from birth onward. Great stuff! Larry Pon is an excellent presenter and provides a wealth of great information in an easy-to-understand and retain format. I will definitely watch more of his upcoming webinars as well as dig through the library of prior ones.
- Mary Ann C.
I'm surprised that after 15 years of being in this business, Larry's presentation was the first time I've thought about all the those dates from zero to 85
- Robert B.
When I first saw the topic, my eyes rolled. But when I saw the slides, kudos to Larry for putting together a really comprehensive "list" of all of the stuff that we think of as planners for our clients. While we do what we do every day as though it's like breathing air, this slide deck could be used as just one example of all of the things that financial advisors do and think about on behalf of their clients. My old finance professor doesn't understand why people pay financial advisors. This was a solid condensed hour of just the tip of what's involved as a personal financial planner. This slide deck would be a great prospecting seminar as it touches on so many things during the life of the client. Thank you both - Again!
- Reg B.
A variety of provisions may not apply equally to IRAs and 401ks. HSAs are clearly a great way to save for retirement but must watch out for Medicare participation.
- Robert S.
I learned great ideas to share with clients who have children or grandchildren from birth onward. Great stuff! Larry Pon is an excellent presenter and provides a wealth of great information in an easy-to-understand and retain format. I will definitely watch more of his upcoming webinars as well as dig through the library of prior ones.
- Mary Ann C.
I'm surprised that after 15 years of being in this business, Larry's presentation was the first time I've thought about all the those dates from zero to 85
- Robert B.
When I first saw the topic, my eyes rolled. But when I saw the slides, kudos to Larry for putting together a really comprehensive "list" of all of the stuff that we think of as planners for our clients. While we do what we do every day as though it's like breathing air, this slide deck could be used as just one example of all of the things that financial advisors do and think about on behalf of their clients. My old finance professor doesn't understand why people pay financial advisors. This was a solid condensed hour of just the tip of what's involved as a personal financial planner. This slide deck would be a great prospecting seminar as it touches on so many things during the life of the client. Thank you both - Again!
- Reg B.
A variety of provisions may not apply equally to IRAs and 401ks. HSAs are clearly a great way to save for retirement but must watch out for Medicare participation.
- Robert S.