In this four-part, 4-hour narrated PowerPoint presentation, Tom Tillery will examine Key assumptions and risks, Modeling techniques, Taxation and income tax planning, and Integration with other areas of PFP.
Learning Objectives
Recall the definition of inflation.;Calculate the required beginning date for an IRA distribution.;Distinguish between longevity and mortality risk.;Distinguish among the various models for financial independence.;Identify the most appropriate security for a tax-qualified account. ;Identify gifts that are not tax-qualified. ;Recall the requirements of a qualified charitable distribution.;Recognize a trust that provides asset protection for heirs.
Major Topics
Key assumptions and risks;Modeling techniques;Taxation and income tax planning, and;Integration with other areas of PFP
