EBP1944. It’s Never Too Soon to Start Retirement Planning

Track: 
Industry Update
Field of Study: 
Taxes
CPE Credit: 
1.5
Advanced Preparation: 
None

Tuesday, May 7, 2019
 
1:30PM-2:45PM

Common research shows many individuals wait too long to start tax and retirement planning. This can cause one to work longer or unexpected stress as one nears retirement. Be proactive and get started now! It’s never truly too soon. The session will cover topics such as IRAs and what is the right IRA for you, social security 101, estate planning, and navigating your current retirement plan.
Learning Objectives:

  • Recall retirement planning considerations for all generations and the importance of beneficiary selections
  • Recognize important aspects of your retirement plan and select the appropriate IRA that matches your retirement goals
  • Distinguish between a Roth or a Roth Conversion
  • Identify key ages when discussing retirement goals


SESSION SPEAKER(S)

CPA, JD, LL.M.
Partner | Marks Paneth LLP
CPA
Partner | Thomas, Zurcher & White, P. A.