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Retirement: Income Tax Diversification
July 16, 2014 @ 11:30 am - 12:30 pm
Wednesday, July 16th from 11:30 a.m. – 12:30 p.m.
15th floor training rooms (Yosemite) at 701 or via webcast if requested (48 hours in advance)
1 hour MN CE pending (for classroom only)
Traditional retirement planning worked very well 40 to 50 years ago when employer’s provided pension plans, marginal income tax rates were high and life expectancies were low. Today’s working environment and tax obligations have changed; and when combined with greatly increased life expectancies there needs to be a new normal for how clients can successfully save for a satisfying retirement. As we enter the ERA of the baby boomers retiring, we need to change our thinking and skill sets to helping clients understand how to plan for income in retirement and pay much more attention to the taxation of various assets. In addition, given today’s tax brackets, phase outs, surcharges, the new investment and Medicare taxes, etc., it is critical to help clients plan for tax efficient streams of income. Course attendees will learn about these tools and build the skill set to properly advise clients. David Graham, Vice President with AIG’s Advanced Markets Department will cover the following topics:
- Traditional retirement planning based on situation at the time with results
- U.S. Economy & Employment sponsored retirement benefits have changed
- Alternative retirement planning based on changed work environment, changed taxation and changing life expectancies
- Hypothetical example showing alternative planning and potential results
Speaker’s bio: David is a Vice President with AIG’s Advanced Markets Department. He finds solutions to client issues requiring integration of income tax, business planning, and estate planning. David has given many continuing education (CE) seminars on topics including Split-Dollar Life Insurance, Estate Planning and Non-Qualified Executive Benefits. He has a MBA, JD, LLM (taxation) and holds the designations of CLU and ChFC.
Please RSVP by Monday, July 14th to reserve a seat & lunch!
- July 16, 2014
11:30 am - 12:30 pm