Webinar Registration

Tax Planning for an Early Retirement

Boost Your Client's Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available

Tuesday, May, 3

12:00pm ET

75 minutes

Earn 1 CE credit Trusted by 10,000+ financial advisors

Larry Pon, CPA

TaxPlanning Educator

What You'll Learn

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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What You'll Learn

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Webinar Description

In the past couple of years, we have heard a great deal about the Great Resignation. Many are calling it the Great Retirement. Many people are retiring before Age 59 1/2 and do not realize they may be subject to penalties if they take distributions from their retirement accounts. What are the exceptions to the Early Distribution Penalty that may apply? The IRS recently made it easier to take money out of retirement accounts before Age 59 1/2.

Join Larry Pon, CPA for a review of the tax and financial planning issues you should consider for early retirees. He will also review the IRS' recent guidance that impacts early retirees, to include significant changes to Substantial Equal Periodic Payments (aka 72(t)). Larry will also address the rule of Rule of 55 and the often overlooked issue of NUA.

Learning objectives:

1. Understand the Rule of 55 and how not to mess it up

2. Understand Substantial Equal Periodic Payments (aka 72(t)) and why the recent IRS change is a big deal

3. Review the various age thresholds to consider

*CE/CPE Eligible: 1 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.