About this Course
Topics covered include:
Key issues in managing risk and investments at or near retirement;
Overview of Social Security;
Distribution Planning & RMD's;
Key changes in estate taxation in 2018;
Considerations for wills;
Insurance considerations in retirement.
Upon completing this course, you should be able to:
Recognize how to manage cash flow in retirement;
Identify the key issues facing Baby Boomers in retirement;
Recognize how estate planning has changed post-tax reform;
Describe assumptions included within the CAPM model;
Identify the type of U.S. worker covered under Social Security;
Differentiate tables used to identify client types;
Describe Medicare Parts;
Identify the new top income tax bracket starting in 2018 for U.S. tax payers;
Recognize which groups currently make up the largest percentage of the U.S. population;
Describe the 4-factor model which adds a liquidity factor;
Differentiate Social Security programs and when they were established;
Identify when Social Security and various benefits may be taken;
Describe when minimum distributions from respective retirement plans typically must be take;
Identify which factors result in a lower premium with respect to long-term care insurance.