Managing Taxes on Retirement Income

Course Details

Date

Wednesday, May 14, 2025

12:00pm – 1:30pm (Registration: 4:03pm)

Location

Online

Field of Study

Specialized Knowledg

CPE Credit

1 hour CPE credit

Level of Knowledge

Intermediate

Vendor

AICPA

Prerequisites

Basic knowledge of financial planning, retirement planning, estate planning, tax planning and investment planning

Description

In this PFP Section webcast, a tax expert discusses the tax implications and planning strategies for income sources that are often new in retirement.

This session will cover:

  • Social Security benefits - Tax implications and strategies for optimizing Social Security income
  • Pension income - Tax treatment of pension distributions and key planning considerations
  • Required minimum distributions (RMDs) - Rules, tax impacts, and strategies for managing RMDs from retirement accounts
  • Annuities - Taxation of annuity payments and strategies for managing annuity income
  • IRA and 401(k) withdrawals - Tax implications and strategies for withdrawals from traditional and Roth accounts
  • Part-time employment - Tax considerations for retirees who continue to work

    Highlights

  • Tax implications of retirement income sources
  • Planning strategies for retirement income

    Objectives

    • Analyze various types of retirement income and how they are taxed.
    • Apply decisions that can be made to delay or accelerate income to maximize tax brackets in specific years.
    • Distinguish how taxes get paid on different income sources and how to help clients avoid surprises at tax time.

    Designed For

  • Tax professionals who serve individual clients
  • CPA financial planners and other professional financial planners
  • Practitioners who provide tax, retirement, estate, investment or risk management planning services

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    Course Pricing

    WYOCPA Member Fee
    $99.00

    Non-Member Fee
    $118.00

    Your Price
    $118.00

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