Estate & Financial Planning for the Baby Boomer Client

Authored by David Peters
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.
$ 45.00
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NASBA Field of Study
CPE Credits
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