Tuesday, July 22 | 2:00 p.m. - 3:40 p.m. | Concurrent Session
Retirement Strategies for Individuals & Small Business Owners
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Retirement planning isn’t one-size-fits-all, especially for W-2 employees and self-employed individuals navigating their financial future. This session takes a deep dive into the key stages of retirement planning – starting to save, preparing for retirement, managing withdrawals and ensuring a lasting legacy. Learn how to maximize retirement benefits, avoid costly tax pitfalls and create a plan that supports both your lifestyle and your loved ones. Whether you’re guiding clients or planning for your own future, this session will equip you with the tools to make informed, strategic decisions.
This session is sponsored and presented by Drake Software.
Objectives
Upon completion of this session, you will be able to:
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Understand the retirement options available for W-2 employees and how to make the most of employer-sponsored plans
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Explore tailored retirement solutions for entrepreneurs and how they can also support their employees’ financial futures
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Identify key financial and tax considerations before making the leap into retirement
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Uncover the hidden tax implications of retirement withdrawals and learn strategies to minimize the impact of "tax bombs"
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Understand how to efficiently pass on retirement savings to heirs while minimizing tax burdens
CPE information
Duration: 100 minutes
Course level: Intermediate
Prerequisite: Basic understanding of federal income taxation
Advanced preparation: None
Delivery method: Group Live
