4136  |  On Demand  |  Intermediate  |  Self-Study

Creating, Implementing, and Monitoring the Retirement Plan

Friday, May 1, 2020 - Friday, April 30, 2021

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Are you ready to help your clients set realistic expectations and goals? In this narrated PowerPoint video, Tom Tillery will discuss contributions to, and distributions from, various types of retirement plans. Contributions to most retirement plans are made on a pre-tax or tax-deductible basis. Income tax benefits are available to both employers and employees; and, for most retirement plans, the contributions grow on an income tax-deferred basis.

Clients will face several challenges throughout the retirement years: providing care for elderly parents, children moving back home, and health issues. And, there are retirees who may have outlived, or overspent, their nest egg. This course will explore the risk-management tools and strategies to mitigate or eliminate these risks (or both). Financial advisers and clients alike, often incorrectly perceive that deployment of strategies and recommendations is the first step in the implementation phase.

In the final part of this course, you will learn that the first step should be a review of the client's existing estate plan, or the creation of an estate plan. A current estate plan and the appropriate ownership of assets that are set aside for financial independence is just as, and may be even more, critical than the assets themselves.

Note: This course has been updated for the Tax Cuts and Jobs Act ("Tax Reform").


Calculate annual contribution limits for an IRA. Differentiate the benefits of a traditional IRA and a Roth IRA. Determine who can receive Social Security retirement benefits. Identify the eligibility requirements for Medicare. Identify minimum qualified plan distribution requirements for employees at age 70«. Recall the requirements of a salary continuation plan.


  • Thomas Tillery (view bio)
  • Susan Tillery

Designed For

CPAs and financial planners with basic knowledge of, and interest in, personal financial planning


Personal retirement savings vehicles, including IRAs and other retirement plans Social Security, Medicare and Medicaid Retirement income and expenses

Your Price: $99.00

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

Members log in and save $20.00 on this event. Not a member? join today.


Thomas Tillery

Thomas Tillery is a member of AICPA Personal Financial Planning Section (Non-CPA Associate), the Society of Financial Service Professionals, and the Atlanta Estate Planning Council.

Tom has been a provider of Continuing Education for attorneys, CPAs, and investment and insurance professionals for over 20 years. He has written curriculum and lectured in the discipline of Financial Planning for several universities and on line programs.

Tom is also an Arbitrator for the Financial Industry Regulatory Authority (FINRA).

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