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Creating, Implementing, and Monitoring the Retirement Plan

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Member Price
$79.00 Regular Registration
Your Price
$99.00 Regular Registration
Designed For:

CPAs and financial planners with basic knowledge of, and interest in, personal financial planning

Are you ready to help your clients set realistic expectations and goals? In this narrated PowerPoint video, Tom Tillery will discuss contributions to, and distributions from, various types of retirement plans. Contributions to most retirement plans are made on a pre-tax or tax-deductible basis. Income tax benefits are available to both employers and employees; and, for most retirement plans, the contributions grow on an income tax-deferred basis.

Clients will face several challenges throughout the retirement years: providing care for elderly parents, children moving back home, and health issues. And, there are retirees who may have outlived, or overspent, their nest egg. This course will explore the risk-management tools and strategies to mitigate or eliminate these risks (or both). Financial advisers and clients alike, often incorrectly perceive that deployment of strategies and recommendations is the first step in the implementation phase.

In the final part of this course, you will learn that the first step should be a review of the client's existing estate plan, or the creation of an estate plan. A current estate plan and the appropriate ownership of assets that are set aside for financial independence is just as, and may be even more, critical than the assets themselves.

Note: This course has been updated for the Tax Cuts and Jobs Act ("Tax Reform").


Delivery Method: Self-Study
CPE Credit: Specialized knowledge
Program Level: Intermediate

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by AICPA.

Related Events

The Virginia Society of CPAs (VSCPA) 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: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.