TPCP 102 Tax Planning in Retirement

This course teaches tax-efficient planning strategies when working with clients in the retirement phase of life. Learners will learn to identify and avoid common required minimum distributions errors and tax traps, appropriately evaluate clients for Roth conversions, and optimize withdrawal sequences. Topics include evaluating rollover options, managing tax payments through withholdings and estimated taxes, and paying for health and long-term care expenses in a tax-efficient manner. The course also covers the tax implications of relocating in retirement, choosing retirement locales, and early retirement income strategies. Ideal for financial professionals and individuals preparing for retirement, this course enhances financial well-being through tax efficiency