182  |  OSCPA Live  |  December 21

Securing a Comfortable Retirement in the Age of Spending

Wednesday, December 21, 2022 8:30am - 4:00pm

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This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.

Virtual Option: Can't join us in person? Join us online by signing up for the virtual seminar here!

Objectives

Help clients determine retirement strategies for the desired retirement lifestyle Identify resources available for retirement Explain how budgeting can identify retirement resources Understand how to build the three-legged retirement stool: employer retirement, savings, and Social Security Understand the need for Plan B when the ideal retirement goal is not achievable Explain ways that clients can convert the equity in a home to retirement income Explain how the value of a small business can be converted to retirement income Explain survival possibilities and how first-to-die and last-to-die survival probabilities are used in retirement planning for married couples Understand timing regarding the use of taxable retirement funds and nontaxable funds, and strategies to minimize income tax on Social Security Recognize the role of various investment types, such as life insurance, annuities, mutual funds, equity holdings, and bonds in retirement planning Summarize key points of recent research on the sustainability of retirement income and maintenance of desired retirement lifestyles

Instructors


Designed For

CPAs looking to advise clients on retirement planning, and CPAs looking for effective strategies for their own retirement


Highlights

Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs and family needs to customize a retirement plan unique to the client Using the residence and other real estate as retirement assets through equity and rent Using the small business as a retirement resource through creative retirement plans Overview of asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement The three-legged retirement stool of employer retirement, savings, and Social Security Distribution/asset liquidation planning Analysis of the most current/important research on retirement planning and sustaining retirement income levels


Your Price: $359.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

Members log in and save $100.00 on this event. Not a member? Join today.


Instructors

Curtis Quickel

Curtis J. Quickel, CPA, MBA, is an individual practitioner in Little Rock, Arkansas. Before establishing his own practice, he worked several years in industry as a corporate controller. As a retired Lieutenant Colonel from the U.S. Army Reserves, he taught courses at the U.S. Army Command and General Staff College in Ft. Leavenworth, Kansas. He also completed three combat tours in Iraq, Kuwait and Afghanistan. He is a past president of the Central Chapter of the Arkansas Society of CPAs and Past Chairman of the Industry and Commerce Committee. Quickel is also a past recipient of the Arkansas Society of CPAs Outstanding CPA in government award.


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