Friday, March 07, 2025

This course explores the often-overlooked realities of long-term care planning. This webinar delves into the financial burden, emotional impact, and critical stages involved in preparing for future care needs.

Friday, March 07, 2025

There has never been a time in the history of America where tax planning has been so important for retirees as it is today. Due to our ever-increasing national debt and underfunded liabilities like Social Security and Medicare, retirees could face tax rates that are higher than we have seen in decades. In this webinar we will cover the various taxes your retiree clients will face and strategies you can use to help them reduce or eliminate these taxes. We will cover topics from the Income-Related Monthly Adjustment Amount (IRMAA) to provisional income and everything in between. Other topics include, but are not limited to, Net Investment Income Tax (NIIT), capital gains, state taxes, estate taxes. Roth accounts, and premium credits. If you are looking for a comprehensive class on the impact taxes will have on your retiree clients, this is the class for you.