Effective income tax planning during retirement or financial independence has the potential to provide a greater economic benefit than a retiree’s rate of return on their investment portfolio. Income tax planning provides significant leverage in all areas of a retiree’s personal financial plan including Social Security benefits, health care benefits, required minimum distributions, relocation, and spendable income. Discuss income tax planning for retirees with specific applications and a client case study.

Session Information
Session Date:
November 03, 2016
E1 - Income Tax Planning: The Fulcrum for Effective Retirement - 2016 Georgia Tax Forum
Individual topic purchase: Selected
Georgia Society of CPAs
General: 1.00
You must be logged in to use your Free CPE Token.
To continue, you need to log in to Peach New Media. If you have any questions about your account please contact us at 1-866-702-3278.
Email Address:
GSCPA Member Price:$39.00
Non-Member Price:$59.00