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Tax Planning for an Early Retirement
Guest Expert: Larry Pon, CPA,
Date:
Attendee's Excellent Rating: 90%
Webinar Replay Description

In the past couple of years, we have heard a great deal about the Great Resignation.  Many are calling it the Great Retirement.

Attendees Comments:

Here are comments from listeners:
Great to have so many options summarized in one place, as the considerations by age and account type, method are so unique to the individual.
- Amy

A better understanding of the Rule of 55, NUA and SEPP (72t Dist)
- Patrick

Did not know the details of SEPP. Thanks for the IRS link! Excellent attention to detail as always. rockstar!
- Gordon

Great overview of points to consider in retirement planning - thanks
- James

Pension distribution ideas were great. Also ideas regarding Company stock in a 401(k)
- Paul

Rolling over a retirement account to take advantage of NUA into a taxable brokerage and reducing the IRA balance to reduce RMDs and taxes was new to me.
- Kiersten

Taxtools.com - Reinforced the notion of a "financial diet". i am trying to introduce this concept to my millennial clients.
- Cynthia
Comments
Here are comments from listeners:
Great to have so many options summarized in one place, as the considerations by age and account type, method are so unique to the individual.
- Amy

A better understanding of the Rule of 55, NUA and SEPP (72t Dist)
- Patrick

Did not know the details of SEPP. Thanks for the IRS link! Excellent attention to detail as always. rockstar!
- Gordon

Great overview of points to consider in retirement planning - thanks
- James

Pension distribution ideas were great. Also ideas regarding Company stock in a 401(k)
- Paul

Rolling over a retirement account to take advantage of NUA into a taxable brokerage and reducing the IRA balance to reduce RMDs and taxes was new to me.
- Kiersten

Taxtools.com - Reinforced the notion of a "financial diet". i am trying to introduce this concept to my millennial clients.
- Cynthia
05.03.2022 - Tax Planning