Retirement Planning That Delivers Confidence and Peace of Mind Every client approaching retirement has the same question: “Am I going to be okay?” As a CPA, you’re expected to provide answers that go beyond numbers—you need strategies that inspire confidence and stand up to real-world challenges. In this session rebroadcast from the 2025 National Tax Conference, you’ll discover how to build retirement plans that work—not just on paper, but in life. From creating sustainable income streams to navigating tax complexities, market volatility, and rising healthcare costs, you’ll learn practical techniques that help clients feel secure about their future. You’ll walk away with actionable insights that integrate tax planning with financial forecasting, so you can deliver plans that are both comprehensive and tax-efficient. By the end, you’ll be ready to answer the toughest questions with confidence and craft strategies that provide peace of mind for years to come. If you’re helping clients transition into retirement—or planning your own—this session is your roadmap to success.
Learning Objectives
- Analyze key considerations in retirement income planning
- Compare ways to make a client's long-term financial plan more tax-efficient in retirement
- Identify a client-centric approach for benchmarking progress throughout retirement
- Determine a framework for transitioning a client’s portfolio from accumulation to decumulation
Major Topics
- Tax-Efficient Retirement Planning
- Comprehensive Planning Frameworks
- Retirement Income Planning
- Navigating Market Volatility
- Managing Longevity Risk
